BFSG LLC’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
$9.44K Buy
2025
Q2
$7.95K Hold
2025
Q1
$8.08K Buy
2024
Q4
$7.81K Hold
2024
Q3
$8.59K Hold
2024
Q2
$7.4K Buy
2024
Q1
$3K Sell
2023
Q4
$3.91K Buy
2020
Q2
Sell
2020
Q1
$343K Sell
2019
Q4
$1.14M Buy
2019
Q3
$841K Sell
2019
Q2
$810K Sell
2019
Q1
$817K Sell
2018
Q4
$724K Buy
2018
Q3
$268K Sell
2018
Q2
$275K Sell
2018
Q1
$258K Buy
2017
Q4
$247K Buy
2017
Q3
$224K Buy