Cascade Financial Partners’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 | $1.97M | Sell |
93,169
-1,883
| -2% | -$39.8K | 0.24% | 81 |
|
|
2025
Q1 | $2.04M | Sell |
95,052
-34,127
| -26% | -$734K | 0.26% | 71 |
|
|
2024
Q4 | $2.72M | Buy |
129,179
+3,121
| +2% | +$65.7K | 0.35% | 54 |
|
|
2024
Q3 | $2.87M | Sell |
126,058
-6,392
| -5% | -$146K | 0.36% | 51 |
|
|
2024
Q2 | $2.65M | Sell |
132,450
-12,852
| -9% | -$257K | 0.35% | 53 |
|
|
2024
Q1 | $2.8M | Buy |
+145,302
| New | +$2.8M | 0.4% | 47 |
|