Brown Wealth Management’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 | $7.63M | Sell |
360,476
-7,144
| -2% | -$151K | 2.37% | 10 |
|
|
2025
Q1 | $7.91M | Buy |
367,620
+21,226
| +6% | +$457K | 2.72% | 9 |
|
|
2024
Q4 | $7.3M | Sell |
346,394
-808
| -0.2% | -$17K | 2.59% | 10 |
|
|
2024
Q3 | $8.04M | Buy |
347,202
+13,747
| +4% | +$319K | 2.9% | 10 |
|
|
2024
Q2 | $6.66M | Buy |
333,455
+41,400
| +14% | +$827K | 2.68% | 11 |
|
|
2024
Q1 | $5.93M | Buy |
+292,055
| New | +$5.93M | 2.45% | 12 |
|