Abound Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $41.1K | Buy |
1,942
+1,652
| +570% | +$35K | 0.01% | 226 |
|
2025
Q1 | $6.24K | Buy |
290
+1
| +0.3% | +$22 | ﹤0.01% | 488 |
|
2024
Q4 | $6.09K | Sell |
289
-678
| -70% | -$14.3K | ﹤0.01% | 488 |
|
2024
Q3 | $22.4K | Buy |
967
+686
| +244% | +$15.9K | 0.01% | 269 |
|
2024
Q2 | $5.62K | Hold |
281
| – | – | ﹤0.01% | 475 |
|
2024
Q1 | $5.71K | Sell |
281
-1,246
| -82% | -$25.3K | ﹤0.01% | 487 |
|
2023
Q4 | $31.6K | Buy |
1,527
+1,250
| +451% | +$25.9K | 0.01% | 196 |
|
2023
Q3 | $4.91K | Buy |
277
+2
| +0.7% | +$35 | ﹤0.01% | 463 |
|
2023
Q2 | $5.36K | Buy |
275
+3
| +1% | +$58 | ﹤0.01% | 462 |
|
2023
Q1 | $5.3K | Buy |
272
+2
| +0.7% | +$39 | ﹤0.01% | 393 |
|
2022
Q4 | $5.21K | Buy |
270
+2
| +0.7% | +$39 | ﹤0.01% | 343 |
|
2022
Q3 | $5.01K | Buy |
268
+2
| +0.8% | +$37 | ﹤0.01% | 367 |
|
2022
Q2 | $5.61K | Buy |
266
+2
| +0.8% | +$42 | ﹤0.01% | 99 |
|
2022
Q1 | $6.57K | Buy |
+264
| New | +$6.57K | ﹤0.01% | 95 |
|