Bartlett & Co Wealth Management’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
Q3 | $161K | Buy |
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|
2025
Q2 | $153K | Sell |
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|
2025
Q1 | $294K | Buy |
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|
2024
Q4 | $147K | Buy |
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|
2024
Q3 | $99.7K | Sell |
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|
2024
Q2 | $90.7K | Buy |
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|
2024
Q1 | $90.4K | Buy |
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|
2023
Q4 | $90.1K | Buy |
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|
2023
Q3 | $48.5K | Buy |
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|
2023
Q2 | $52.2K | Buy |
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|
2023
Q1 | $6.46K | Hold |
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|
2022
Q4 | $6.38K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $3.54K | Hold |
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|
2020
Q2 | $3.52K | Hold |
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|
2020
Q1 | $3.27K | Hold |
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|
2019
Q4 | $4.6K | Hold |
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|
2019
Q3 | $4.72K | Hold |
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|
2019
Q2 | $4.48K | Hold |
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|
2019
Q1 | $4.44K | Hold |
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|
2018
Q4 | $3.85K | Hold |
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|
2018
Q3 | $4.17K | Sell |
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|
2018
Q2 | $36.2K | Buy |
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|
2018
Q1 | $22.9K | Buy |
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