Strategic Family Wealth Counselors, L.L.C. Schwab Strategic U.S. Reit ETF Transaction History

Strategic Family Wealth Counselors, L.L.C.

  • $253 Million
  • Q1 2024

A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 10,314 shares of SCHH stock, worth $204,732. This represents 0.08% of its overall portfolio holdings.

Number of Shares
10,314
Previous 11,182 7.76%
Holding current value
$204,732
Previous $231,000 9.52%
% of portfolio
0.08%
Previous 0.1%

Shares

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

May 14, 2024
SELL
$19.39 - $20.93 $16,830 - $18,167
-868 Reduced 7.76%
10,314 $209,000
Q4 2023

Jan 29, 2024
BUY
$16.76 - $20.95 $187,410 - $234,262
11,182 New
11,182 $231,000
Q4 2022

Jan 25, 2023
BUY
$18.86 - $20.46 $939,850 - $1.02 Million
49,833 New
49,833 $0
Q4 2020

Feb 16, 2021
SELL
N/A
-9,000 Closed
0 $0
Q3 2020

Oct 26, 2020
SELL
N/A
-4,557 Reduced 33.61%
9,000 $318,000
Q2 2020

Jul 13, 2020
SELL
N/A
-5,847 Reduced 30.13%
13,557 $477,000
Q1 2020

Apr 16, 2020
SELL
N/A
-14,317 Reduced 42.46%
19,404 $635,000
Q4 2019

Jan 17, 2020
BUY
N/A
10 Added 0.03%
33,721 $1.55 Million
Q3 2019

Oct 17, 2019
SELL
N/A
-304 Reduced 0.89%
33,711 $1.59 Million
Q2 2019

Jul 17, 2019
SELL
N/A
-3,546 Reduced 9.44%
34,015 $1.51 Million
Q1 2019

Apr 26, 2019
BUY
N/A
6,684 Added 21.65%
37,561 $1.67 Million
Q4 2018

Jan 18, 2019
BUY
N/A
30,877 New
30,877 $1.19 Million

Others Institutions Holding SCHH

# of Institutions
505
Shares Held
248M
Call Options Held
36K
Put Options Held
1.6K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
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