Barrett & Company’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 | $6.35K | Hold |
300
| – | – | ﹤0.01% | 513 |
|
|
2025
Q1 | $6.45K | Hold |
300
| – | – | ﹤0.01% | 476 |
|
|
2024
Q4 | $6.32K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
|
2024
Q3 | $6.95K | Hold |
300
| – | – | ﹤0.01% | 459 |
|
|
2024
Q2 | $5.99K | Hold |
300
| – | – | ﹤0.01% | 472 |
|
|
2024
Q1 | $6.09K | Hold |
300
| – | – | ﹤0.01% | 474 |
|
|
2023
Q4 | $6.21K | Hold |
300
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $5.33K | Hold |
300
| – | – | ﹤0.01% | 477 |
|
|
2023
Q2 | $5.86K | Hold |
300
| – | – | ﹤0.01% | 458 |
|
|
2023
Q1 | $5.85K | Hold |
300
| – | – | ﹤0.01% | 436 |
|
|
2022
Q4 | $5.79K | Hold |
300
| – | – | ﹤0.01% | 434 |
|
|
2022
Q3 | $5.79K | Buy |
+300
| New | +$5.79K | ﹤0.01% | 434 |
|