EverSource Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16K | Hold |
102
| – | – | ﹤0.01% | 3477 |
|
|
2025
Q1 | $2.2K | Hold |
102
| – | – | ﹤0.01% | 2880 |
|
|
2024
Q4 | $2.15K | Hold |
102
| – | – | ﹤0.01% | 2686 |
|
|
2024
Q3 | $2.37K | Hold |
102
| – | – | ﹤0.01% | 2492 |
|
|
2024
Q2 | $2.19K | Buy |
102
+2
| +2% | +$43 | ﹤0.01% | 2524 |
|
|
2024
Q1 | $1.88K | Sell |
100
-99
| -50% | -$1.86K | ﹤0.01% | 2409 |
|
|
2023
Q4 | $4.12K | Buy |
199
+80
| +67% | +$1.66K | ﹤0.01% | 1933 |
|
|
2023
Q3 | $2.11K | Buy |
119
+19
| +19% | +$337 | ﹤0.01% | 1986 |
|
|
2023
Q2 | $1.95K | Sell |
100
-129
| -56% | -$2.52K | ﹤0.01% | 2031 |
|
|
2023
Q1 | $4.46K | Buy |
229
+129
| +129% | +$2.51K | ﹤0.01% | 1681 |
|
|
2022
Q4 | $1.93K | Buy |
+100
| New | +$1.93K | ﹤0.01% | 1918 |
|