Cherry Tree Wealth Management’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 | $4.87K | Sell |
230
-272
| -54% | -$5.76K | ﹤0.01% | 479 |
|
|
2025
Q1 | $10.8K | Hold |
502
| – | – | ﹤0.01% | 410 |
|
|
2024
Q4 | $10.6K | Buy |
502
+230
| +85% | +$4.84K | ﹤0.01% | 406 |
|
|
2024
Q3 | $6.3K | Hold |
272
| – | – | ﹤0.01% | 462 |
|
|
2024
Q2 | $5.43K | Hold |
272
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $5.52K | Hold |
272
| – | – | ﹤0.01% | 429 |
|
|
2023
Q4 | $5.63K | Hold |
272
| – | – | ﹤0.01% | 418 |
|
|
2023
Q3 | $4.83K | Sell |
272
-48
| -15% | -$852 | ﹤0.01% | 405 |
|
|
2023
Q2 | $6.25K | Buy |
+320
| New | +$6.25K | ﹤0.01% | 380 |
|