Everhart Financial 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 | $598K | Buy |
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|
2025
Q2 | $585K | Buy |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $431K | Sell |
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|
2024
Q3 | $486K | Sell |
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|
2024
Q2 | $422K | Sell |
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|
2024
Q1 | $449K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $345K | Buy |
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|
2023
Q2 | $340K | Sell |
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|
2023
Q1 | $341K | Buy |
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|
2022
Q4 | $330K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $494K | Buy |
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|
2022
Q1 | $239K | Buy |
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|
2021
Q4 | $250K | Sell |
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|
2021
Q3 | $218K | Sell |
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|
2021
Q2 | $220K | Sell |
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|
2021
Q1 | $223K | Buy |
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