Bluestem Financial 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
Q3 | $532K | Buy |
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|
2025
Q2 | $482K | Buy |
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|
2025
Q1 | $442K | Buy |
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|
2024
Q4 | $432K | Buy |
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|
2024
Q3 | $474K | Sell |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $421K | Buy |
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|
2023
Q4 | $429K | Buy |
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|
2023
Q3 | $267K | Buy |
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|
2023
Q2 | $293K | Sell |
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|
2023
Q1 | $300K | Buy |
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|
2022
Q4 | $296K | Buy |
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|
2022
Q3 | $193K | Sell |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $510K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2021
Q3 | $272K | Buy |
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|
2021
Q2 | $272K | Sell |
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|
2021
Q1 | $276K | Buy |
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|
2020
Q4 | $255K | Buy |
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|
2020
Q3 | $236K | Sell |
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|
2020
Q2 | $372K | Buy |
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