CIBC Private Wealth Group’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
Q2
$212K Sell
2025
Q1
$227K Buy
2024
Q4
$178K Sell
2024
Q3
$203K Sell
2024
Q2
$175K Buy
2024
Q1
$145K Buy
2022
Q1
Sell
2021
Q4
$204K Buy
2018
Q3
Sell
2018
Q2
$12K Buy
2018
Q1
$8K Hold
2017
Q4
$9K Buy