Evergreen Capital 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
Q3 | $646K | Buy |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $644K | Hold |
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|
2024
Q4 | $630K | Hold |
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|
2024
Q3 | $694K | Hold |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $598K | Hold |
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|
2023
Q4 | $610K | Sell |
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|
2023
Q3 | $1.67M | Buy |
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|
2023
Q2 | $1.81M | Buy |
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|
2023
Q1 | $1.67M | Buy |
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|
2022
Q4 | $1.4M | Buy |
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|
2022
Q3 | $420K | Hold |
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|
2022
Q2 | $474K | Buy |
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|
2022
Q1 | $559K | Hold |
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|
2021
Q4 | $592K | Buy |
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