Brooklyn FI’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.33M Buy
157,389
+30,678
+24% +$649K 0.85% 31
2025
Q1
$2.73M Buy
126,711
+6,530
+5% +$140K 0.84% 29
2024
Q4
$2.53M Buy
120,181
+40
+0% +$842 0.84% 28
2024
Q3
$2.78M Sell
120,141
-1,315
-1% -$30.5K 0.98% 25
2024
Q2
$2.43M Buy
121,456
+12
+0% +$240 0.95% 26
2024
Q1
$2.47M Sell
121,444
-572
-0.5% -$11.6K 1.01% 25
2023
Q4
$2.53M Buy
+122,016
New +$2.53M 1.19% 25