Founders Financial Alliance, LLC Schwab Strategic U.S. Reit ETF Transaction History

Founders Financial Alliance, LLC

$356 Million
Q4 2024

A detailed history of Founders Financial Alliance, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 290 shares of SCHH stock, worth $6,177. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290

Previous 353 17.85%

Holding current value

$6,177

Previous $8,000 25.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$20.55 - $23.26 $1,294 - $1,465	-63 Reduced 17.85%	290 $6,000
Q3 2024 Nov 01, 2024	BUY	$19.78 - $23.53 $435 - $517	22 Added 6.65%	353 $8,000
Q4 2023 Feb 09, 2024	SELL	$16.76 - $20.95 $1,055 - $1,319	-63 Reduced 15.99%	331 $6,000
Q2 2023 Aug 11, 2023	BUY	$18.34 - $19.64 $7,225 - $7,738	394 New	394 $7,000
Q3 2022 Nov 14, 2022	SELL	$18.45 - $23.6 $10,129 - $12,956	-549 Reduced 81.33%	126 $2,000
Q2 2022 Aug 15, 2022	BUY	$20.18 - $25.97 $11,078 - $14,257	549 Added 435.71%	675 $14,000
Q1 2022 May 12, 2022	BUY	$22.75 - $26.16 $1,433 - $1,648	63 Added 100.0%	126 $3,000
Q1 2021 May 14, 2021	BUY	$18.25 - $20.79 $1,149 - $1,309	63 New	63 $3,000
Q4 2020 Feb 04, 2021	SELL	$17.04 - $19.33 $1,073 - $1,217	-63 Closed	0 $0
Q3 2020 Nov 13, 2020	BUY	$16.99 - $18.73 $1,070 - $1,179	63 New	63 $2,000

Others Institutions Holding SCHH

# of Institutions

558

Shares Held

178M

Call Options Held

20.1K

Put Options Held

81.7K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
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Founders Financial Alliance, LLC Schwab Strategic U.S. Reit ETF Transaction History