DHJJ Financial Advisors’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 | $13.5K | Buy |
637
+5
| +0.8% | +$106 | ﹤0.01% | 516 |
|
|
2025
Q1 | $13.6K | Buy |
632
+3
| +0.5% | +$65 | 0.01% | 474 |
|
|
2024
Q4 | $13.2K | Buy |
629
+7
| +1% | +$147 | 0.01% | 464 |
|
|
2024
Q3 | $14.4K | Buy |
622
+10
| +2% | +$232 | 0.01% | 451 |
|
|
2024
Q2 | $12.2K | Hold |
612
| – | – | 0.01% | 439 |
|
|
2024
Q1 | $12.4K | Buy |
612
+3
| +0.5% | +$61 | 0.01% | 428 |
|
|
2023
Q4 | $12.6K | Buy |
609
+7
| +1% | +$145 | 0.01% | 418 |
|
|
2023
Q3 | $10.7K | Buy |
+602
| New | +$10.7K | 0.01% | 428 |
|