BBA
Braun-Bostich & Associates’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.49M | Sell |
70,630
-3,807
| -5% | -$80.6K | 1.02% | 30 |
|
|
2025
Q1 | $1.6M | Buy |
74,437
+1,149
| +2% | +$24.7K | 1.18% | 27 |
|
|
2024
Q4 | $1.54M | Buy |
73,288
+598
| +0.8% | +$12.6K | 1.11% | 25 |
|
|
2024
Q3 | $1.68M | Sell |
72,690
-3,858
| -5% | -$89.4K | 1.17% | 25 |
|
|
2024
Q2 | $1.53M | Buy |
76,548
+29,411
| +62% | +$587K | 1.14% | 27 |
|
|
2024
Q1 | $957K | Buy |
47,137
+15,877
| +51% | +$322K | 0.8% | 36 |
|
|
2023
Q4 | $647K | Buy |
+31,260
| New | +$647K | 0.58% | 44 |
|
|
2023
Q3 | – | Sell |
-31,543
| Closed | -$616K | – | 96 |
|
|
2023
Q2 | $616K | Buy |
31,543
+1,188
| +4% | +$23.2K | 1.32% | 28 |
|
|
2023
Q1 | $592K | Buy |
30,355
+487
| +2% | +$9.5K | 1.4% | 27 |
|
|
2022
Q4 | $576K | Buy |
29,868
+4,214
| +16% | +$81.3K | 1.66% | 24 |
|
|
2022
Q3 | $479K | Sell |
25,654
-2,386
| -9% | -$44.6K | 1.47% | 27 |
|
|
2022
Q2 | $591K | Buy |
28,040
+17,814
| +174% | +$375K | 1.54% | 29 |
|
|
2022
Q1 | $255K | Buy |
+10,226
| New | +$255K | 0.55% | 60 |
|