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

Strategic Family Wealth Counselors, L.L.C.

  • $293 Million
  • Q4 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 12,487 shares of SCHH stock, worth $275,712. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,487
Previous 10,314 21.07%
Holding current value
$275,712
Previous $238,000 10.08%
% of portfolio
0.09%
Previous 0.08%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$20.55 - $23.26 $44,655 - $50,543
2,173 Added 21.07%
12,487 $262,000
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
$17.68 - $20.46 $881,047 - $1.02 Million
49,833 New
49,833 $0
Q4 2020

Feb 16, 2021
SELL
$17.04 - $19.33 $153,360 - $173,969
-9,000 Closed
0 $0
Q3 2020

Oct 26, 2020
SELL
$16.99 - $18.73 $77,423 - $85,352
-4,557 Reduced 33.61%
9,000 $318,000
Q2 2020

Jul 13, 2020
SELL
$14.77 - $20.35 $86,360 - $118,986
-5,847 Reduced 30.13%
13,557 $477,000
Q1 2020

Apr 16, 2020
SELL
$13.54 - $24.27 $193,852 - $347,473
-14,317 Reduced 42.46%
19,404 $635,000
Q4 2019

Jan 17, 2020
BUY
$22.24 - $24.07 $222 - $240
10 Added 0.03%
33,721 $1.55 Million
Q3 2019

Oct 17, 2019
SELL
$23.18 - $23.61 $7,046 - $7,177
-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
552
Shares Held
177M
Call Options Held
20.1K
Put Options Held
81.7K
View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

SCHH Quotes by TradingView
  • Ticker SCHH
  • Sector ETFs
  • Industry ETFs
More about SCHH
Track This Portfolio

Track Strategic Family Wealth Counselors, L.L.C. Portfolio

Follow Strategic Family Wealth Counselors, L.L.C. 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 Strategic Family Wealth Counselors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Strategic Family Wealth Counselors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email