Dodds Wealth’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 | $202K | Buy |
9,538
+5
| +0.1% | +$106 | 0.05% | 55 |
|
|
2025
Q1 | $205K | Buy |
9,533
+4
| +0% | +$86 | 0.07% | 58 |
|
|
2024
Q4 | $201K | Buy |
9,529
+8
| +0.1% | +$169 | 0.06% | 59 |
|
|
2024
Q3 | $212K | Sell |
9,521
-6,221
| -40% | -$139K | 0.07% | 58 |
|
|
2024
Q2 | $314K | Sell |
15,742
-209
| -1% | -$4.17K | 0.12% | 42 |
|
|
2024
Q1 | $324K | Buy |
15,951
+812
| +5% | +$16.5K | 0.13% | 43 |
|
|
2023
Q4 | $314K | Buy |
+15,139
| New | +$314K | 0.16% | 42 |
|