Elwood & Goetz Wealth Advisory Group’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 | $481K | Sell |
22,716
-801
| -3% | -$16.9K | 0.1% | 60 |
|
|
2025
Q1 | $506K | Sell |
23,517
-2,376
| -9% | -$51.1K | 0.12% | 50 |
|
|
2024
Q4 | $545K | Buy |
25,893
+15,712
| +154% | +$331K | 0.13% | 46 |
|
|
2024
Q3 | $236K | Sell |
10,181
-89
| -0.9% | -$2.06K | 0.06% | 93 |
|
|
2024
Q2 | $205K | Hold |
10,270
| – | – | 0.06% | 81 |
|
|
2024
Q1 | $208K | Sell |
10,270
-9,611
| -48% | -$195K | 0.05% | 85 |
|
|
2023
Q4 | $412K | Buy |
19,881
+1,815
| +10% | +$37.6K | 0.09% | 53 |
|
|
2023
Q3 | $321K | Buy |
+18,066
| New | +$321K | 0.07% | 58 |
|
|
2019
Q4 | – | Sell |
-13,510
| Closed | -$319K | – | 31 |
|
|
2019
Q3 | $319K | Sell |
13,510
-1,058
| -7% | -$25K | 0.25% | 25 |
|
|
2019
Q2 | $324K | Buy |
14,568
+100
| +0.7% | +$2.22K | 0.28% | 23 |
|
|
2019
Q1 | $321K | Sell |
14,468
-5,774
| -29% | -$128K | 0.3% | 23 |
|
|
2018
Q4 | $390K | Buy |
+20,242
| New | +$390K | 0.41% | 21 |
|