Elevation Wealth Partners’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 | $4.08M | Buy |
192,940
+5,363
| +3% | +$113K | 1.61% | 14 |
|
|
2025
Q1 | $4.03M | Buy |
187,577
+8,211
| +5% | +$177K | 1.74% | 13 |
|
|
2024
Q4 | $3.78M | Sell |
179,366
-9,363
| -5% | -$197K | 1.6% | 14 |
|
|
2024
Q3 | $4.37M | Buy |
188,729
+10,314
| +6% | +$239K | 1.88% | 10 |
|
|
2024
Q2 | $3.56M | Buy |
178,415
+14,353
| +9% | +$287K | 1.69% | 11 |
|
|
2024
Q1 | $3.33M | Buy |
164,062
+42,420
| +35% | +$861K | 1.66% | 12 |
|
|
2023
Q4 | $2.16M | Buy |
+121,642
| New | +$2.16M | 1.29% | 17 |
|
|
2023
Q3 | – | Sell |
-97
| Closed | -$1.9K | – | 358 |
|
|
2023
Q2 | $1.9K | Buy |
+97
| New | +$1.9K | ﹤0.01% | 308 |
|