Fonville Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History

Fonville Wealth Management LLC

$444 Billion
Q3 2025

A detailed history of Fonville Wealth Management LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Fonville Wealth Management LLC holds 19,123 shares of SCHH stock, worth $405,407. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,123

Previous 19,129 0.03%

Holding current value

$405,407

Previous $405 Million 1.9%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$20.76 - $21.78 $124 - $130	-6 Reduced 0.03%	19,123 $412 Million
Q2 2025 Aug 07, 2025	BUY	$18.94 - $21.67 $227 - $260	12 Added 0.06%	19,129 $405 Million
Q1 2025 Apr 30, 2025	SELL	$20.2 - $22.24 $13,170 - $14,500	-652 Reduced 3.3%	19,117 $398 Million
Q4 2024 Jan 28, 2025	SELL	$20.55 - $23.26 $14,549 - $16,468	-708 Reduced 3.46%	19,769 $416 Million
Q3 2024 Oct 28, 2024	BUY	$19.78 - $23.53 $4,588 - $5,458	232 Added 1.15%	20,477 $474 Million

Q2 2024 Jul 30, 2024	SELL	$18.53 - $20.2 $6,726 - $7,332	-363 Reduced 1.76%	20,245 $408 Million
Q1 2024 Apr 26, 2024	BUY	$19.39 - $20.93 $37,054 - $39,997	1,911 Added 10.22%	20,608 $418 Million
Q4 2023 Jan 31, 2024	BUY	$16.76 - $20.95 $313,361 - $391,702	18,697 New	18,697 $387 Million

Others Institutions Holding SCHH

# of Institutions

600

Shares Held

182M

Call Options Held

24.3K

Put Options Held

21.4K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

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Fonville Wealth Management LLC Schwab Strategic U.S. Reit ETF Transaction History