Center for Financial Planning’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 |
-19
| Closed | -$409 | – | 705 |
|
|
2025
Q1 | $409 | Buy |
+19
| New | +$409 | ﹤0.01% | 671 |
|
|
2023
Q3 | – | Sell |
-4
| Closed | -$79 | – | 566 |
|
|
2023
Q2 | $79 | Hold |
4
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $78 | Sell |
4
-610
| -99% | -$11.9K | ﹤0.01% | 528 |
|
|
2022
Q4 | $11.8K | Hold |
614
| – | – | ﹤0.01% | 342 |
|
|
2022
Q3 | $11K | Hold |
614
| – | – | ﹤0.01% | 352 |
|
|
2022
Q2 | $13K | Hold |
614
| – | – | ﹤0.01% | 338 |
|
|
2022
Q1 | $15K | Buy |
614
+4
| +0.7% | +$98 | ﹤0.01% | 339 |
|
|
2021
Q4 | $16K | Hold |
610
| – | – | ﹤0.01% | 335 |
|
|
2021
Q3 | $14K | Hold |
610
| – | – | ﹤0.01% | 331 |
|
|
2021
Q2 | $14K | Hold |
610
| – | – | ﹤0.01% | 339 |
|
|
2021
Q1 | $13K | Buy |
+610
| New | +$13K | ﹤0.01% | 355 |
|