EWG Elevate’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
$602K Buy
2025
Q2
$554K Sell
2025
Q1
$582K Sell
2024
Q4
$592K Buy
2024
Q3
$645K Sell
2024
Q2
$599K Buy
2024
Q1
$554K Buy
2023
Q4
$518K Buy
2023
Q3
$420K Buy
2023
Q2
$376K Buy
2023
Q1
$267K Hold
2022
Q4
$264K Buy
2022
Q3
$244K Hold
2022
Q2
$275K Hold
2022
Q1
$325K Buy
2020
Q1
Sell
2019
Q4
$2.77M Buy