BWM
BCS Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $860K | Buy |
40,638
+5,236
| +15% | +$111K | 0.19% | 108 |
|
|
2025
Q1 | $762K | Sell |
35,402
-1,516
| -4% | -$32.6K | 0.2% | 100 |
|
|
2024
Q4 | $777K | Buy |
+36,918
| New | +$777K | 0.19% | 102 |
|
|
2024
Q2 | – | Sell |
-53,816
| Closed | -$1.09M | – | 210 |
|
|
2024
Q1 | $1.09M | Sell |
53,816
-1,358
| -2% | -$27.6K | 0.35% | 65 |
|
|
2023
Q4 | $1.14M | Sell |
55,174
-4,080
| -7% | -$84.5K | 0.42% | 59 |
|
|
2023
Q3 | $1.05M | Buy |
+59,254
| New | +$1.05M | 0.44% | 56 |
|
|
2023
Q2 | – | Sell |
-70,900
| Closed | -$1.38M | – | 156 |
|
|
2023
Q1 | $1.38M | Buy |
70,900
+11,750
| +20% | +$229K | 0.62% | 37 |
|
|
2022
Q4 | $1.14M | Buy |
59,150
+5
| +0% | +$96 | 0.48% | 59 |
|
|
2022
Q3 | $1.11M | Buy |
59,145
+330
| +0.6% | +$6.17K | 0.52% | 56 |
|
|
2022
Q2 | $1.24M | Buy |
58,815
+2,734
| +5% | +$57.6K | 0.55% | 47 |
|
|
2022
Q1 | $1.4M | Buy |
56,081
+22,827
| +69% | +$568K | 0.58% | 43 |
|
|
2021
Q4 | $1.75M | Buy |
33,254
+4,508
| +16% | +$238K | 0.63% | 36 |
|
|
2021
Q3 | $1.31M | Buy |
28,746
+409
| +1% | +$18.7K | 0.56% | 41 |
|
|
2021
Q2 | $1.3M | Buy |
28,337
+1,179
| +4% | +$54K | 0.69% | 35 |
|
|
2021
Q1 | $1.12M | Buy |
27,158
+1,918
| +8% | +$78.8K | 0.53% | 42 |
|
|
2020
Q4 | $958K | Buy |
25,240
+2,094
| +9% | +$79.5K | 0.5% | 43 |
|
|
2020
Q3 | $819K | Buy |
23,146
+225
| +1% | +$7.96K | 0.46% | 46 |
|
|
2020
Q2 | $807K | Buy |
22,921
+858
| +4% | +$30.2K | 0.48% | 46 |
|
|
2020
Q1 | $722K | Buy |
22,063
+3,641
| +20% | +$119K | 0.51% | 42 |
|
|
2019
Q4 | $847K | Buy |
+18,422
| New | +$847K | 0.56% | 39 |
|