Forza 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 | $774K | Hold |
36,556
| – | – | 0.32% | 81 |
|
|
2025
Q1 | $786K | Hold |
36,556
| – | – | 0.35% | 73 |
|
|
2024
Q4 | $770K | Hold |
36,556
| – | – | 0.35% | 72 |
|
|
2024
Q3 | $847K | Sell |
36,556
-1
| -0% | -$23 | 0.39% | 70 |
|
|
2024
Q2 | $730K | Hold |
36,557
| – | – | 0.38% | 72 |
|
|
2024
Q1 | $742K | Hold |
36,557
| – | – | 0.39% | 69 |
|
|
2023
Q4 | $757K | Sell |
36,557
-4,442
| -11% | -$92K | 0.42% | 64 |
|
|
2023
Q3 | $728K | Hold |
40,999
| – | – | 0.38% | 83 |
|
|
2023
Q2 | $801K | Hold |
40,999
| – | – | 0.4% | 80 |
|
|
2023
Q1 | $799K | Buy |
40,999
+4,442
| +12% | +$86.6K | 0.41% | 79 |
|
|
2022
Q4 | $705K | Buy |
+36,557
| New | +$705K | 0.47% | 60 |
|