Fortress 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 | $235K | Sell |
11,083
-95
| -0.8% | -$2.01K | 0.11% | 71 |
|
|
2025
Q1 | $240K | Buy |
11,178
+86
| +0.8% | +$1.85K | 0.12% | 64 |
|
|
2024
Q4 | $234K | Buy |
11,092
+205
| +2% | +$4.32K | 0.11% | 65 |
|
|
2024
Q3 | $252K | Sell |
10,887
-411
| -4% | -$9.52K | 0.13% | 62 |
|
|
2024
Q2 | $226K | Sell |
11,298
-227
| -2% | -$4.53K | 0.12% | 66 |
|
|
2024
Q1 | $234K | Sell |
11,525
-9,314
| -45% | -$189K | 0.12% | 64 |
|
|
2023
Q4 | $432K | Sell |
20,839
-754
| -3% | -$15.6K | 0.24% | 50 |
|
|
2023
Q3 | $383K | Sell |
21,593
-434
| -2% | -$7.7K | 0.25% | 49 |
|
|
2023
Q2 | $430K | Sell |
22,027
-2,350
| -10% | -$45.9K | 0.28% | 46 |
|
|
2023
Q1 | $475K | Sell |
24,377
-15,201
| -38% | -$296K | 0.33% | 44 |
|
|
2022
Q4 | $763K | Sell |
39,578
-6,720
| -15% | -$130K | 0.63% | 37 |
|
|
2022
Q3 | $865K | Sell |
46,298
-16,843
| -27% | -$315K | 0.88% | 31 |
|
|
2022
Q2 | $1.33M | Sell |
63,141
-76,383
| -55% | -$1.61M | 1.25% | 28 |
|
|
2022
Q1 | $3.47M | Buy |
139,524
+3,310
| +2% | +$82.4K | 2.66% | 13 |
|
|
2021
Q4 | $3.59M | Buy |
+136,214
| New | +$3.59M | 2.7% | 11 |
|