Ascension Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Sell |
|
|||||
|
2025
Q1 | $269K | Hold |
|
|||||
|
2024
Q4 | $263K | Hold |
|
|||||
|
2024
Q3 | $289K | Hold |
|
|||||
|
2024
Q2 | $250K | Sell |
|
|||||
|
2024
Q1 | $258K | Sell |
|
|||||
|
2023
Q4 | $299K | Hold |
|
|||||
|
2023
Q3 | $256K | Hold |
|
|||||
|
2023
Q2 | $282K | Hold |
|
|||||
|
2023
Q1 | $282K | Hold |
|
|||||
|
2022
Q4 | $278K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $246K | Hold |
|
|||||
|
2020
Q2 | $245K | Sell |
|
|||||
|
2020
Q1 | $987K | Sell |
|
|||||
|
2019
Q4 | $4.13M | Buy |
|