EE
EWG Elevate’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $554K | Sell |
26,194
-882
| -3% | -$18.7K | 0.17% | 89 |
|
|
2025
Q1 | $582K | Sell |
27,076
-1,045
| -4% | -$22.5K | 0.22% | 69 |
|
|
2024
Q4 | $592K | Buy |
28,121
+279
| +1% | +$5.88K | 0.18% | 92 |
|
|
2024
Q3 | $645K | Sell |
27,842
-2,166
| -7% | -$50.2K | 0.26% | 61 |
|
|
2024
Q2 | $599K | Buy |
30,008
+2,701
| +10% | +$53.9K | 0.22% | 84 |
|
|
2024
Q1 | $554K | Buy |
27,307
+2,288
| +9% | +$46.4K | 0.21% | 81 |
|
|
2023
Q4 | $518K | Buy |
25,019
+1,336
| +6% | +$27.7K | 0.22% | 66 |
|
|
2023
Q3 | $420K | Buy |
23,683
+4,436
| +23% | +$78.7K | 0.19% | 63 |
|
|
2023
Q2 | $376K | Buy |
19,247
+5,566
| +41% | +$109K | 0.16% | 71 |
|
|
2023
Q1 | $267K | Hold |
13,681
| – | – | 0.11% | 75 |
|
|
2022
Q4 | $264K | Buy |
13,681
+622
| +5% | +$12K | 0.13% | 64 |
|
|
2022
Q3 | $244K | Hold |
13,059
| – | – | 0.14% | 64 |
|
|
2022
Q2 | $275K | Hold |
13,059
| – | – | 0.13% | 65 |
|
|
2022
Q1 | $325K | Buy |
+13,059
| New | +$325K | 0.13% | 65 |
|
|
2020
Q1 | – | Sell |
-60,298
| Closed | -$2.77M | – | 79 |
|
|
2019
Q4 | $2.77M | Buy |
+60,298
| New | +$2.77M | 1.5% | 21 |
|