Financial Synergies Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $142K | Sell |
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|
2023
Q4 | $144K | Sell |
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|
2023
Q3 | $133K | Buy |
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|
2023
Q2 | $145K | Sell |
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|
2023
Q1 | $146K | Buy |
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|
2022
Q4 | $144K | Buy |
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|
2022
Q3 | $138K | Sell |
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|
2022
Q2 | $159K | Sell |
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|
2022
Q1 | $217K | Sell |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $209K | Buy |
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|
2021
Q2 | $208K | Sell |
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|
2021
Q1 | $332K | Sell |
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|
2020
Q4 | $370K | Sell |
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|
2020
Q3 | $978K | Sell |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $1.94M | Buy |
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|
2019
Q4 | $2.36M | Buy |
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|
2019
Q3 | $2.15M | Buy |
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|
2019
Q2 | $1.92M | Buy |
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|
2019
Q1 | $1.64M | Buy |
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