Financial Counselors Inc’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 | – | Sell |
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|
2025
Q1 | $2.81M | Sell |
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|
2024
Q4 | $2.78M | Sell |
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|
2024
Q3 | $3.33M | Hold |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $2.94M | Hold |
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|
2023
Q4 | $3M | Hold |
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|
2023
Q3 | $2.57M | Hold |
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|
2023
Q2 | $2.83M | Hold |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $2.78M | Hold |
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|
2022
Q3 | $2.69M | Sell |
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|
2022
Q2 | $3.05M | Buy |
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|
2022
Q1 | $3.59M | Hold |
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|
2021
Q4 | $3.81M | Sell |
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|
2021
Q3 | $3.43M | Hold |
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|
2021
Q2 | $3.44M | Hold |
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|
2021
Q1 | $3.08M | Sell |
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|
2020
Q4 | $4.37M | Buy |
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