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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $229K | Sell |
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|
2025
Q2 | $252K | Sell |
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|
2025
Q1 | $276K | Buy |
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|
2024
Q4 | $245K | Sell |
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|
2024
Q3 | $284K | Buy |
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|
2024
Q2 | $228K | Sell |
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|
2024
Q1 | $291K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $542K | Sell |
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|
2023
Q2 | $898K | Sell |
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|
2023
Q1 | $993K | Buy |
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|
2022
Q4 | $30K | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $25K | Buy |
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|
2021
Q4 | $20K | Buy |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $13K | Hold |
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|
2020
Q4 | $13K | Hold |
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|
2020
Q3 | $13K | Hold |
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|
2020
Q2 | $13K | Hold |
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|
2020
Q1 | $13K | Hold |
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|
2019
Q4 | $13K | Hold |
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|
2019
Q3 | $13K | Hold |
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|
2019
Q2 | $13K | Hold |
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|
2019
Q1 | $13K | Buy |
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|
2018
Q4 | $5K | Buy |
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|
2018
Q3 | $6K | Buy |
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|
2018
Q2 | $4K | Hold |
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|
2018
Q1 | $3K | Hold |
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|
2017
Q4 | $4K | Sell |
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|
2017
Q3 | $7K | Buy |
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|
2017
Q2 | $4K | Buy |
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