Carson Wealth (CWM 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $267K | Sell |
12,431
-663
| -5% | -$14.5K | ﹤0.01% | 2477 |
|
|
2025
Q4 | $274K | Buy |
13,094
+2,495
| +24% | +$52.9K | ﹤0.01% | 2314 |
|
|
2025
Q3 | $229K | Sell |
10,599
-1,308
| -11% | -$27.9K | ﹤0.01% | 2344 |
|
|
2025
Q2 | $252K | Sell |
11,907
-944
| -7% | -$19.8K | ﹤0.01% | 1986 |
|
|
2025
Q1 | $276K | Buy |
12,851
+1,236
| +11% | +$26.4K | ﹤0.01% | 1721 |
|
|
2024
Q4 | $245K | Sell |
11,615
-656
| -5% | -$14.7K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $284K | Buy |
12,271
+872
| +8% | +$19.1K | ﹤0.01% | 1565 |
|
|
2024
Q2 | $228K | Sell |
11,399
-2,956
| -21% | -$57.6K | ﹤0.01% | 1526 |
|
|
2024
Q1 | $291K | Sell |
14,355
-883
| -6% | -$17.7K | ﹤0.01% | 1344 |
|
|
2023
Q4 | $316K | Sell |
15,238
-15,292
| -50% | -$284K | ﹤0.01% | 1232 |
|
|
2023
Q3 | $542K | Sell |
30,530
-15,463
| -34% | -$298K | ﹤0.01% | 951 |
|
|
2023
Q2 | $898K | Sell |
45,993
-4,917
| -10% | -$94.3K | 0.01% | 751 |
|
|
2023
Q1 | $993K | Buy |
50,910
+49,339
| +3,141% | +$988K | 0.01% | 672 |
|
|
2022
Q4 | $30K | Buy |
1,571
+1,179
| +301% | +$22.7K | ﹤0.01% | 2088 |
|
|
2022
Q3 | $7K | Sell |
392
-431
| -52% | -$9.32K | ﹤0.01% | 2918 |
|
|
2022
Q2 | $17K | Sell |
823
-193
| -19% | -$4.44K | ﹤0.01% | 2232 |
|
|
2022
Q1 | $25K | Buy |
1,016
+262
| +35% | +$6.32K | ﹤0.01% | 1951 |
|
|
2021
Q4 | $20K | Buy |
+754
| New | +$18.6K | ﹤0.01% | 1997 |
|
|
2021
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1999 |
|
|
2021
Q1 | $13K | Hold |
558
| – | – | ﹤0.01% | 1999 |
|
|
2020
Q4 | $13K | Hold |
558
| – | – | ﹤0.01% | 1999 |
|
|
2020
Q3 | $13K | Hold |
558
| – | – | ﹤0.01% | 1999 |
|
|
2020
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1998 |
|
|
2020
Q1 | $13K | Hold |
558
| – | – | ﹤0.01% | 1998 |
|
|
2019
Q4 | $13K | Hold |
558
| – | – | ﹤0.01% | 1998 |
|
|
2019
Q3 | $13K | Hold |
558
| – | – | ﹤0.01% | 1998 |
|
|
2019
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1998 |
|
|
2019
Q1 | $13K | Buy |
558
+274
| +96% | +$5.82K | ﹤0.01% | 1998 |
|
|
2018
Q4 | $5K | Buy |
284
+20
| +8% | +$408 | ﹤0.01% | 1540 |
|
|
2018
Q3 | $6K | Buy |
264
+88
| +50% | +$1.86K | ﹤0.01% | 1303 |
|
|
2018
Q2 | $4K | Hold |
176
| – | – | ﹤0.01% | 1250 |
|
|
2018
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 1122 |
|
|
2017
Q4 | $4K | Sell |
176
-178
| -50% | -$3.7K | ﹤0.01% | 1153 |
|
|
2017
Q3 | $7K | Buy |
354
+178
| +101% | +$3.67K | ﹤0.01% | 999 |
|
|
2017
Q2 | $4K | Buy |
+176
| New | +$3.62K | ﹤0.01% | 924 |
|
Other funds holding SCHH
DI
BEI