FA
Fiduciary Alliance’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Sell |
181,777
-5,428
| -3% | -$115K | 0.29% | 84 |
|
|
2025
Q1 | $4.03M | Sell |
187,205
-1,200
| -0.6% | -$25.8K | 0.4% | 67 |
|
|
2024
Q4 | $3.97M | Buy |
188,405
+14,901
| +9% | +$314K | 0.4% | 66 |
|
|
2024
Q3 | $4.02M | Buy |
173,504
+13,482
| +8% | +$312K | 0.53% | 53 |
|
|
2024
Q2 | $3.18M | Buy |
160,022
+10,059
| +7% | +$200K | 0.52% | 56 |
|
|
2024
Q1 | $3M | Buy |
149,963
+8,456
| +6% | +$169K | 0.53% | 56 |
|
|
2023
Q4 | $2.93M | Buy |
+141,507
| New | +$2.93M | 0.58% | 50 |
|
|
2023
Q3 | – | Sell |
-297
| Closed | -$5.8K | – | 793 |
|
|
2023
Q2 | $5.8K | Buy |
+297
| New | +$5.8K | ﹤0.01% | 668 |
|
|
2023
Q1 | – | Sell |
-276
| Closed | -$5.32K | – | 727 |
|
|
2022
Q4 | $5.32K | Buy |
+276
| New | +$5.32K | ﹤0.01% | 518 |
|