Foster Victor Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $213K | Sell |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $302K | Sell |
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|
2024
Q2 | $322K | Buy |
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|
2024
Q1 | $287K | Sell |
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|
2023
Q4 | $312K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $273K | Sell |
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|
2022
Q4 | $375K | Buy |
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|
2022
Q3 | $256K | Buy |
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|
2022
Q2 | $285K | Sell |
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|
2022
Q1 | $345K | Sell |
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|
2021
Q4 | $346K | Sell |
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|
2021
Q3 | $362K | Sell |
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|
2021
Q2 | $379K | Sell |
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|
2021
Q1 | $369K | Buy |
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|
2020
Q4 | $319K | Buy |
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|
2020
Q3 | $285K | Buy |
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|
2020
Q2 | $264K | Buy |
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|
2020
Q1 | $229K | Sell |
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|
2019
Q4 | $320K | Buy |
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|
2019
Q3 | $309K | Sell |
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|
2019
Q2 | $306K | Sell |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $278K | Buy |
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