Elwood & Goetz Wealth Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $608K | Buy |
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|
2025
Q2 | $481K | Sell |
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|
2025
Q1 | $506K | Sell |
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|
2024
Q4 | $545K | Buy |
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|
2024
Q3 | $236K | Sell |
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|
2024
Q2 | $205K | Hold |
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|
2024
Q1 | $208K | Sell |
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|
2023
Q4 | $412K | Buy |
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|
2023
Q3 | $321K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $319K | Sell |
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|
2019
Q2 | $324K | Buy |
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|
2019
Q1 | $321K | Sell |
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|
2018
Q4 | $390K | Buy |
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