AssetMark Inc’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 | $52.5K | Sell |
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|
2025
Q1 | $114K | Buy |
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|
2024
Q4 | $64.5K | Buy |
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|
2024
Q3 | $17.3K | Sell |
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|
2024
Q2 | $32.4K | Buy |
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|
2024
Q1 | $14.3K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $167K | Buy |
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|
2023
Q2 | $63.3K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $142K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $23K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $31K | Buy |
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