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 |
|