DSA
Droms Strauss Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $602K | Buy |
28,467
+5,866
| +26% | +$124K | 0.18% | 45 |
|
|
2025
Q1 | $486K | Sell |
22,601
-47
| -0.2% | -$1.01K | 0.17% | 45 |
|
|
2024
Q4 | $477K | Sell |
22,648
-548
| -2% | -$11.5K | 0.16% | 47 |
|
|
2024
Q3 | $537K | Buy |
23,196
+964
| +4% | +$22.3K | 0.19% | 43 |
|
|
2024
Q2 | $444K | Sell |
22,232
-1,868
| -8% | -$37.3K | 0.16% | 43 |
|
|
2024
Q1 | $489K | Sell |
24,100
-8,070
| -25% | -$164K | 0.18% | 43 |
|
|
2023
Q4 | $666K | Buy |
32,170
+10,448
| +48% | +$216K | 0.26% | 44 |
|
|
2023
Q3 | $386K | Buy |
21,722
+2,228
| +11% | +$39.6K | 0.17% | 46 |
|
|
2023
Q2 | $385K | Sell |
19,494
-9,069
| -32% | -$179K | 0.16% | 47 |
|
|
2023
Q1 | $557K | Sell |
28,563
-1,220
| -4% | -$23.8K | 0.25% | 41 |
|
|
2022
Q4 | $571K | Buy |
29,783
+19,559
| +191% | +$375K | 0.26% | 40 |
|
|
2022
Q3 | $188K | Sell |
10,224
-1,285
| -11% | -$23.6K | 0.09% | 60 |
|
|
2022
Q2 | $243K | Sell |
11,509
-7,870
| -41% | -$166K | 0.12% | 53 |
|
|
2022
Q1 | $486K | Buy |
19,379
+10,841
| +127% | +$272K | 0.24% | 29 |
|
|
2021
Q4 | $445K | Buy |
8,538
+894
| +12% | +$46.6K | 0.2% | 35 |
|
|
2021
Q3 | $344K | Buy |
7,644
+2,573
| +51% | +$116K | 0.17% | 36 |
|
|
2021
Q2 | $230K | Buy |
+5,071
| New | +$230K | 0.11% | 46 |
|
|
2021
Q1 | – | Sell |
-15,558
| Closed | -$589K | – | 49 |
|
|
2020
Q4 | $589K | Buy |
15,558
+7,265
| +88% | +$275K | 0.34% | 21 |
|
|
2020
Q3 | $293K | Sell |
8,293
-14,956
| -64% | -$528K | 0.17% | 37 |
|
|
2020
Q2 | $817K | Buy |
+23,249
| New | +$817K | 0.56% | 19 |
|
|
2020
Q1 | – | Sell |
-112,673
| Closed | -$5.17M | – | 51 |
|
|
2019
Q4 | $5.17M | Sell |
112,673
-21,109
| -16% | -$969K | 3.84% | 9 |
|
|
2019
Q3 | $6.31M | Sell |
133,782
-3,325
| -2% | -$157K | 5.08% | 7 |
|
|
2019
Q2 | $6.09M | Buy |
137,107
+1,171
| +0.9% | +$52K | 4.53% | 7 |
|
|
2019
Q1 | $6.03M | Buy |
135,936
+2,541
| +2% | +$113K | 4.68% | 6 |
|
|
2018
Q4 | $5.13M | Buy |
+133,395
| New | +$5.13M | 4.75% | 7 |
|