Carson Wealth (CWM LLC)’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Sell |
11,907
-944
| -7% | -$20K | ﹤0.01% | 1984 |
|
|
2025
Q1 | $276K | Buy |
12,851
+1,236
| +11% | +$26.5K | ﹤0.01% | 1719 |
|
|
2024
Q4 | $245K | Sell |
11,615
-656
| -5% | -$13.8K | ﹤0.01% | 1706 |
|
|
2024
Q3 | $284K | Buy |
12,271
+872
| +8% | +$20.2K | ﹤0.01% | 1564 |
|
|
2024
Q2 | $228K | Sell |
11,399
-2,956
| -21% | -$59.1K | ﹤0.01% | 1524 |
|
|
2024
Q1 | $291K | Sell |
14,355
-883
| -6% | -$17.9K | ﹤0.01% | 1343 |
|
|
2023
Q4 | $316K | Sell |
15,238
-15,292
| -50% | -$317K | ﹤0.01% | 1230 |
|
|
2023
Q3 | $542K | Sell |
30,530
-15,463
| -34% | -$275K | ﹤0.01% | 948 |
|
|
2023
Q2 | $898K | Sell |
45,993
-4,917
| -10% | -$96K | 0.01% | 750 |
|
|
2023
Q1 | $993K | Buy |
50,910
+49,339
| +3,141% | +$962K | 0.01% | 671 |
|
|
2022
Q4 | $30K | Buy |
1,571
+1,179
| +301% | +$22.5K | ﹤0.01% | 2086 |
|
|
2022
Q3 | $7K | Sell |
392
-431
| -52% | -$7.7K | ﹤0.01% | 2915 |
|
|
2022
Q2 | $17K | Sell |
823
-193
| -19% | -$3.99K | ﹤0.01% | 2229 |
|
|
2022
Q1 | $25K | Buy |
1,016
+262
| +35% | +$6.45K | ﹤0.01% | 1948 |
|
|
2021
Q4 | $20K | Buy |
+754
| New | +$20K | ﹤0.01% | 1995 |
|
|
2021
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2021
Q1 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q4 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q3 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2020
Q1 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2019
Q4 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2019
Q3 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2019
Q2 | $13K | Hold |
558
| – | – | ﹤0.01% | 1995 |
|
|
2019
Q1 | $13K | Buy |
558
+274
| +96% | +$6.38K | ﹤0.01% | 1995 |
|
|
2018
Q4 | $5K | Buy |
284
+20
| +8% | +$352 | ﹤0.01% | 1534 |
|
|
2018
Q3 | $6K | Buy |
264
+88
| +50% | +$2K | ﹤0.01% | 1300 |
|
|
2018
Q2 | $4K | Hold |
176
| – | – | ﹤0.01% | 1246 |
|
|
2018
Q1 | $3K | Hold |
176
| – | – | ﹤0.01% | 1121 |
|
|
2017
Q4 | $4K | Sell |
176
-178
| -50% | -$4.05K | ﹤0.01% | 1152 |
|
|
2017
Q3 | $7K | Buy |
354
+178
| +101% | +$3.52K | ﹤0.01% | 998 |
|
|
2017
Q2 | $4K | Buy |
+176
| New | +$4K | ﹤0.01% | 923 |
|