Avion Wealth’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 | $0 | Hold |
20
| – | – | ﹤0.01% | 1553 |
|
|
2025
Q1 | $0 | Buy |
+20
| New | – | ﹤0.01% | 1324 |
|
|
2024
Q4 | – | Sell |
-95
| Closed | -$2K | – | 1253 |
|
|
2024
Q3 | $2K | Hold |
95
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $1K | Hold |
95
| – | – | ﹤0.01% | 809 |
|
|
2024
Q1 | $2K | Hold |
95
| – | – | ﹤0.01% | 760 |
|
|
2023
Q4 | $2K | Sell |
95
-331
| -78% | -$6.97K | ﹤0.01% | 615 |
|
|
2023
Q3 | $7K | Buy |
426
+20
| +5% | +$329 | ﹤0.01% | 316 |
|
|
2023
Q2 | $7K | Hold |
406
| – | – | ﹤0.01% | 326 |
|
|
2023
Q1 | $7K | Hold |
406
| – | – | ﹤0.01% | 289 |
|
|
2022
Q4 | $7K | Hold |
406
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $8K | Buy |
406
+112
| +38% | +$2.21K | ﹤0.01% | 287 |
|
|
2022
Q2 | $6K | Buy |
+294
| New | +$6K | ﹤0.01% | 312 |
|
|
2020
Q2 | – | Sell |
-130
| Closed | -$2K | – | 300 |
|
|
2020
Q1 | $2K | Buy |
+130
| New | +$2K | ﹤0.01% | 272 |
|