EP Wealth Advisors’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 | $141K | Sell |
6,671
-4,295
| -39% | -$90.9K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $236K | Buy |
10,966
+2,068
| +23% | +$44.5K | ﹤0.01% | 1048 |
|
|
2024
Q4 | $187K | Sell |
8,898
-49
| -0.5% | -$1.03K | ﹤0.01% | 1100 |
|
|
2024
Q3 | $207K | Buy |
8,947
+2,222
| +33% | +$51.5K | ﹤0.01% | 1031 |
|
|
2024
Q2 | $134K | Sell |
6,725
-452
| -6% | -$9.03K | ﹤0.01% | 802 |
|
|
2024
Q1 | $146K | Buy |
+7,177
| New | +$146K | ﹤0.01% | 770 |
|
|
2023
Q2 | – | Sell |
-74,090
| Closed | -$4.83M | – | 715 |
|
|
2023
Q1 | $4.83M | Buy |
+74,090
| New | +$4.83M | 0.08% | 137 |
|
|
2022
Q3 | – | Sell |
-7,866
| Closed | -$166K | – | 579 |
|
|
2022
Q2 | $166K | Sell |
7,866
-1,461
| -16% | -$30.8K | ﹤0.01% | 599 |
|
|
2022
Q1 | $232K | Buy |
+9,327
| New | +$232K | 0.01% | 540 |
|