Forza 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
Q4 | – | Sell |
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|
2025
Q3 | $769K | Sell |
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|
2025
Q2 | $774K | Hold |
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|
2025
Q1 | $786K | Hold |
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|
2024
Q4 | $770K | Hold |
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|
2024
Q3 | $847K | Sell |
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|
2024
Q2 | $730K | Hold |
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|
2024
Q1 | $742K | Hold |
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|
2023
Q4 | $757K | Sell |
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|
2023
Q3 | $728K | Hold |
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|
2023
Q2 | $801K | Hold |
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|
2023
Q1 | $799K | Buy |
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|
2022
Q4 | $705K | Buy |
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