Empirical Wealth Management’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
Q2 | $3.45M | Buy |
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|
2025
Q1 | $3.39M | Sell |
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|
2024
Q4 | $3.45M | Sell |
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|
2024
Q3 | $4.22M | Sell |
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|
2024
Q2 | $4.78M | Buy |
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|
2024
Q1 | $4.81M | Sell |
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|
2023
Q4 | $5M | Buy |
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|
2023
Q3 | $3.45M | Sell |
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|
2023
Q2 | $3.89M | Buy |
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|
2023
Q1 | $3.69M | Buy |
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|
2022
Q4 | $3.31M | Buy |
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|
2022
Q3 | $2.73M | Buy |
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|
2022
Q2 | $2.65M | Buy |
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|
2022
Q1 | $2.04M | Buy |
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|
2021
Q4 | $2.06M | Sell |
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|
2021
Q3 | $1.8M | Sell |
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|
2021
Q2 | $1.81M | Buy |
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|
2021
Q1 | $1.53M | Sell |
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|
2020
Q4 | $1.42M | Sell |
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|
2020
Q3 | $1.44M | Buy |
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|
2020
Q2 | $1.42M | Buy |
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|
2020
Q1 | $859K | Buy |
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|
2019
Q4 | $503K | Sell |
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|
2019
Q3 | $591K | Buy |
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