Bell Investment Advisors’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 | $6.82K | Buy |
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2025
Q1 | $6.88K | Buy |
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|
2024
Q4 | $6.71K | Buy |
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|
2024
Q3 | $7.3K | Sell |
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|
2024
Q2 | $8.23K | Buy |
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|
2024
Q1 | $6.3K | Buy |
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|
2023
Q4 | $6.39K | Buy |
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|
2023
Q3 | $5.41K | Buy |
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|
2023
Q2 | $5.91K | Buy |
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|
2023
Q1 | $5.84K | Sell |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q3 | $167K | Buy |
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|
2022
Q2 | $187K | Buy |
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|
2021
Q4 | $1.84M | Sell |
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|
2021
Q3 | $1.62M | Buy |
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