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 |
|