CreativeOne Wealth’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
Q3 | $1.09M | Buy |
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|
2025
Q2 | $950K | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $292K | Buy |
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|
2024
Q2 | $246K | Sell |
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|
2024
Q1 | $251K | Buy |
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|
2023
Q4 | $255K | Sell |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $274K | Sell |
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|
2023
Q1 | $281K | Buy |
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|
2022
Q4 | $261K | Sell |
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|
2022
Q3 | $258K | Sell |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $394K | Sell |
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|
2021
Q4 | $528K | Sell |
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|
2021
Q3 | $725K | Buy |
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|
2021
Q2 | $660K | Sell |
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|
2021
Q1 | $2.76M | Sell |
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|
2020
Q4 | $3.71M | Sell |
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|
2020
Q3 | $4.88M | Sell |
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|
2020
Q2 | $6.31M | Sell |
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|
2020
Q1 | $6.67M | Buy |
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|
2019
Q4 | $9.22M | Buy |
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|
2019
Q3 | $9.1M | Buy |
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|
2019
Q2 | $8.46M | Buy |
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|
2019
Q1 | $8.07M | Sell |
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|
2018
Q4 | $7.29M | Buy |
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|
2018
Q3 | $7.38M | Buy |
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|
2018
Q2 | $6.87M | Buy |
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|
2018
Q1 | $5.07M | Buy |
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