EverSource Wealth Advisors’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 | $2.16K | Hold |
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2025
Q1 | $2.2K | Hold |
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|
2024
Q4 | $2.15K | Hold |
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|
2024
Q3 | $2.37K | Hold |
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|
2024
Q2 | $2.19K | Buy |
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|
2024
Q1 | $1.88K | Sell |
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|
2023
Q4 | $4.12K | Buy |
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|
2023
Q3 | $2.11K | Buy |
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|
2023
Q2 | $1.95K | Sell |
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|
2023
Q1 | $4.46K | Buy |
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|
2022
Q4 | $1.93K | Buy |
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