Element 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
Q1
Sell
-62
Closed -$1.31K 259
2024
Q4
$1.31K Hold
62
﹤0.01% 283
2024
Q3
$1.44K Hold
62
﹤0.01% 276
2024
Q2
$1.24K Hold
62
﹤0.01% 284
2024
Q1
$1.26K Hold
62
﹤0.01% 265
2023
Q4
$1.28K Hold
62
﹤0.01% 254
2023
Q3
$1.1K Buy
+62
New +$1.1K ﹤0.01% 243
2022
Q2
Sell
-1,094
Closed -$27K 202
2022
Q1
$27K Hold
1,094
0.02% 168
2021
Q4
$29K Hold
1,094
0.02% 150
2021
Q3
$25K Hold
1,094
0.02% 142
2021
Q2
$25K Hold
1,094
0.02% 135
2021
Q1
$22K Buy
+1,094
New +$22K 0.02% 134
2020
Q3
Sell
-82
Closed -$1K 134
2020
Q2
$1K Hold
82
﹤0.01% 126
2020
Q1
$1K Buy
+82
New +$1K ﹤0.01% 116