Focus Partners Wealth’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
560,178
+251,449
| +81% | +$5.32M | 0.03% | 461 |
|
|
2025
Q1 | $6.64M | Sell |
308,729
-1,379
| -0.4% | -$29.7K | 0.02% | 549 |
|
|
2024
Q4 | $6.53M | Buy |
310,108
+145,428
| +88% | +$3.06M | 0.02% | 550 |
|
|
2024
Q3 | $3.82M | Sell |
164,680
-7,154
| -4% | -$166K | 0.01% | 618 |
|
|
2024
Q2 | $3.43M | Buy |
171,834
+94,751
| +123% | +$1.89M | 0.01% | 563 |
|
|
2024
Q1 | $1.57M | Buy |
77,083
+5,809
| +8% | +$118K | 0.01% | 525 |
|
|
2023
Q4 | $1.48M | Buy |
+71,274
| New | +$1.48M | 0.02% | 394 |
|