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

Fonville Wealth Management LLC

  • $489 Billion
  • Q4 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 19,002 shares of SCHH stock, worth $402,842. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,002
Previous 19,123 0.63%
Holding current value
$402,842
Previous $412 Million 3.77%
% of portfolio
0.08%
Previous 0.09%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
SELL
$20.85 - $21.86 $2,522 - $2,645
-121 Reduced 0.63%
19,002 $397 Million
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
603
Shares Held
182M
Call Options Held
24.3K
Put Options Held
21.4K
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 Fonville Wealth Management LLC Portfolio

Follow Fonville Wealth Management LLC 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 Fonville Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fonville Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email