A detailed history of Foster & Motley Inc transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Foster & Motley Inc holds 902,059 shares of SCHH stock, worth $17.9 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
902,059
Previous 892,734 1.04%
Holding current value
$17.9 Million
Previous $18.5 Million 0.96%
% of portfolio
1.26%
Previous 1.37%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024

BUY
$19.39 - $20.93 $180,811 - $195,172
9,325 Added 1.04%
902,059 $18.3 Million
Q4 2023

Feb 01, 2024

SELL
$16.76 - $20.95 $554,756 - $693,445
-33,100 Reduced 3.58%
892,734 $18.5 Million
Q3 2023

Oct 24, 2023

BUY
$17.52 - $20.27 $77,858 - $90,079
4,444 Added 0.48%
925,834 $16.4 Million
Q2 2023

Aug 08, 2023

BUY
$18.34 - $19.64 $148,682 - $159,221
8,107 Added 0.89%
921,390 $18 Million
Q1 2023

May 09, 2023

BUY
$18.01 - $21.78 $800,076 - $967,554
44,424 Added 5.11%
913,283 $17.8 Million
Q4 2022

Feb 09, 2023

SELL
$18.86 - $20.46 $376,106 - $408,013
-19,942 Reduced 2.24%
868,859 $16.8 Million
Q3 2022

Nov 04, 2022

BUY
N/A
27,512 Added 3.19%
888,801 $16.6 Million
Q2 2022

Aug 09, 2022

BUY
N/A
53,296 Added 6.6%
861,289 $18.2 Million
Q1 2022

Apr 28, 2022

BUY
N/A
416,652 Added 106.47%
807,993 $20.1 Million
Q4 2021

Jan 25, 2022

BUY
N/A
2,287 Added 0.59%
391,341 $20.6 Million
Q3 2021

Oct 29, 2021

SELL
N/A
-7,438 Reduced 1.88%
389,054 $17.8 Million
Q2 2021

Jul 20, 2021

SELL
N/A
-8,165 Reduced 2.02%
396,492 $18.2 Million
Q1 2021

Apr 26, 2021

BUY
N/A
2,108 Added 0.52%
404,657 $16.6 Million
Q4 2020

Feb 01, 2021

BUY
N/A
3,364 Added 0.84%
402,549 $15.3 Million
Q3 2020

Oct 19, 2020

SELL
N/A
-23,259 Reduced 5.51%
399,185 $14.1 Million
Q2 2020

Jul 20, 2020

SELL
N/A
-3,065 Reduced 0.72%
422,444 $14.9 Million
Q1 2020

Apr 21, 2020

BUY
N/A
42,224 Added 11.02%
425,509 $13.9 Million
Q4 2019

Feb 05, 2020

BUY
N/A
9,291 Added 2.48%
383,285 $17.6 Million
Q3 2019

Oct 24, 2019

BUY
N/A
10,869 Added 2.99%
373,994 $17.6 Million
Q2 2019

Jul 17, 2019

BUY
N/A
17,962 Added 5.2%
363,125 $16.1 Million
Q1 2019

May 08, 2019

BUY
N/A
24,126 Added 7.52%
345,163 $15.3 Million
Q4 2018

Jan 30, 2019

BUY
N/A
52,405 Added 19.51%
321,037 $12.4 Million
Q3 2018

Oct 31, 2018

BUY
N/A
6,552 Added 2.5%
268,632 $11.2 Million
Q2 2018

Jul 24, 2018

BUY
N/A
10,813 Added 4.3%
262,080 $11 Million
Q1 2018

May 14, 2018

BUY
N/A
10,644 Added 4.42%
251,267 $9.61 Million
Q4 2017

Jan 22, 2018

SELL
N/A
-3,191 Reduced 1.31%
240,623 $10 Million
Q3 2017

Oct 19, 2017

BUY
N/A
243,814
243,814 $10 Million

Others Institutions Holding SCHH

About SCHWAB STRATEGIC U.S. REIT ETF


  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Foster & Motley Inc Portfolio

Follow Foster & Motley Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foster & Motley Inc, based on Form 13F filings with the SEC.

News

Stay updated on Foster & Motley Inc with notifications on news.