Christensen King & Associates Investment Services’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 | $726K | Sell |
34,318
-231
| -0.7% | -$4.89K | 0.33% | 45 |
|
|
2025
Q1 | $737K | Sell |
34,549
-1,514
| -4% | -$32.3K | 0.35% | 43 |
|
|
2024
Q4 | $761K | Sell |
36,063
-1,562
| -4% | -$33K | 0.36% | 43 |
|
|
2024
Q3 | $872K | Sell |
37,625
-1,351
| -3% | -$31.3K | 0.41% | 41 |
|
|
2024
Q2 | $778K | Sell |
38,976
-260
| -0.7% | -$5.19K | 0.38% | 40 |
|
|
2024
Q1 | $796K | Buy |
39,236
+371
| +1% | +$7.53K | 0.4% | 38 |
|
|
2023
Q4 | $805K | Buy |
+38,865
| New | +$805K | 0.43% | 36 |
|