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

Strategic Family Wealth Counselors, L.L.C.

$332 Million
Q2 2025

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 24,021 shares of SCHH stock, worth $514,529. This represents 0.15% of its overall portfolio holdings.

Number of Shares

24,021

Previous 23,806 0.9%

Holding current value

$514,529

Previous $512,000 0.78%

% of portfolio

0.15%

Previous 0.18%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$18.94 - $21.67 $4,072 - $4,659	215 Added 0.9%	24,021 $508,000
Q1 2025 May 08, 2025	BUY	$20.2 - $22.24 $228,643 - $251,734	11,319 Added 90.65%	23,806 $512,000
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

581

Shares Held

178M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

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