Callan Capital’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
Q1 | $381K | Hold |
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|
2024
Q4 | $373K | Sell |
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|
2024
Q3 | $415K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $368K | Hold |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $375K | Buy |
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $353K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $323K | Hold |
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|
2022
Q2 | $365K | Hold |
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|
2022
Q1 | $430K | Buy |
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|
2021
Q4 | $317K | Buy |
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