Capital Analysts LLC’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
Q2
$74K Sell
2025
Q1
$79K Sell
2024
Q4
$77K Buy
2024
Q3
$70K Buy
2024
Q2
$54K Buy
2024
Q1
$17K Buy
2023
Q4
$1K Hold
2023
Q3
$1K Buy
2021
Q1
Sell
2020
Q4
$1K Buy