Cypress Point Wealth Management’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 | $4.21M | Buy |
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|
2025
Q2 | $3.73M | Buy |
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|
2025
Q1 | $3.59M | Buy |
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|
2024
Q4 | $3.31M | Buy |
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|
2024
Q3 | $3.14M | Buy |
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|
2024
Q2 | $2.61M | Buy |
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|
2024
Q1 | $2.61M | Buy |
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|
2023
Q4 | $2.59M | Sell |
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|
2023
Q3 | $2.62M | Sell |
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|
2023
Q2 | $3.38M | Sell |
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|
2023
Q1 | $3.44M | Buy |
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|
2022
Q4 | $3.17M | Sell |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.75M | Buy |
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|
2022
Q1 | $4.2M | Buy |
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|
2021
Q4 | $4.16M | Buy |
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|
2021
Q3 | $3.5M | Buy |
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|
2021
Q2 | $3.29M | Buy |
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|
2021
Q1 | $2.88M | Buy |
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|
2020
Q4 | $2.38M | Buy |
|