CWA Asset Management 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 | $358K | Sell |
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|
2025
Q1 | $370K | Sell |
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|
2024
Q4 | $401K | Buy |
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|
2024
Q3 | $382K | Buy |
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|
2024
Q1 | $325K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $280K | Buy |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $303K | Sell |
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|
2022
Q4 | $324K | Buy |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $348K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $396K | Buy |
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|
2021
Q3 | $341K | Buy |
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|
2021
Q2 | $341K | Buy |
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|
2021
Q1 | $304K | Buy |
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|
2020
Q4 | $280K | Buy |
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|
2020
Q3 | $258K | Buy |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $236K | Sell |
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|
2019
Q4 | $348K | Buy |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $324K | Hold |
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|
2019
Q1 | $324K | Buy |
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|
2018
Q4 | $268K | Buy |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $287K | Hold |
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|
2018
Q1 | $263K | Buy |
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|
2017
Q4 | $284K | Buy |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $277K | Buy |
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|
2017
Q1 | $233K | Buy |
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|
2016
Q4 | $234K | Buy |
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|
2016
Q3 | $240K | Buy |
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|
2016
Q2 | $243K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $231K | Buy |
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