Carolinas Wealth Consulting’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
Sell
-96
Closed -$2.07K 769
2025
Q1
$2.07K Hold
96
﹤0.01% 795
2024
Q4
$2.02K Hold
96
﹤0.01% 831
2024
Q3
$2.23K Hold
96
﹤0.01% 797
2024
Q2
$1.94K Hold
96
﹤0.01% 807
2024
Q1
$1.95K Hold
96
﹤0.01% 797
2023
Q4
$1.99K Sell
96
-188
-66% -$3.89K ﹤0.01% 740
2023
Q3
$4.89K Buy
284
+188
+196% +$3.24K ﹤0.01% 604
2023
Q2
$1.88K Hold
96
﹤0.01% 824
2023
Q1
$1.87K Hold
96
﹤0.01% 820
2022
Q4
$1.85K Hold
96
﹤0.01% 820
2022
Q3
$2K Hold
96
﹤0.01% 775
2022
Q2
$2K Hold
96
﹤0.01% 777
2022
Q1
$2K Hold
96
﹤0.01% 809
2021
Q4
$3K Hold
96
﹤0.01% 792
2021
Q3
$2K Hold
96
﹤0.01% 808
2021
Q2
$2K Buy
+96
New +$2K ﹤0.01% 822