Brio Consultants’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 | $2.19M | Buy |
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|
2025
Q2 | $2.09M | Sell |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $2.15M | Buy |
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|
2024
Q3 | $2.35M | Sell |
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|
2024
Q2 | $2.06M | Sell |
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|
2024
Q1 | $2.11M | Sell |
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|
2023
Q4 | $2.18M | Buy |
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|
2023
Q3 | $711K | Buy |
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|
2023
Q2 | $548K | Sell |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $568K | Buy |
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|
2022
Q3 | $523K | Buy |
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