Fortress Wealth Management’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
Q3 | $245K | Buy |
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|
2025
Q2 | $235K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $252K | Sell |
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|
2024
Q2 | $226K | Sell |
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|
2024
Q1 | $234K | Sell |
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|
2023
Q4 | $432K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $430K | Sell |
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|
2023
Q1 | $475K | Sell |
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|
2022
Q4 | $763K | Sell |
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|
2022
Q3 | $865K | Sell |
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|
2022
Q2 | $1.33M | Sell |
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|
2022
Q1 | $3.47M | Buy |
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|
2021
Q4 | $3.59M | Buy |
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