Fonville Wealth Management’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 | $405K | Buy |
19,129
+12
| +0.1% | +$254 | 0.1% | 89 |
|
|
2025
Q1 | $398K | Sell |
19,117
-652
| -3% | -$13.6K | 0.12% | 83 |
|
|
2024
Q4 | $416K | Sell |
19,769
-708
| -3% | -$14.9K | 0.14% | 75 |
|
|
2024
Q3 | $474K | Buy |
20,477
+232
| +1% | +$5.38K | 0.16% | 67 |
|
|
2024
Q2 | $408K | Sell |
20,245
-363
| -2% | -$7.32K | 0.16% | 70 |
|
|
2024
Q1 | $418K | Buy |
20,608
+1,911
| +10% | +$38.8K | 0.19% | 69 |
|
|
2023
Q4 | $387K | Buy |
+18,697
| New | +$387K | 0.21% | 65 |
|