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 |
-10,726
| Closed | -$213K | – | 211 |
|
|
2025
Q1 | $213K | Sell |
10,726
-2,256
| -17% | -$48.2K | 0.02% | 183 |
|
|
2024
Q4 | $274K | Sell |
12,982
-463
| -3% | -$10.3K | 0.02% | 164 |
|
|
2024
Q3 | $302K | Sell |
13,445
-1,800
| -12% | -$39.4K | 0.02% | 157 |
|
|
2024
Q2 | $322K | Buy |
15,245
+464
| +3% | +$9.05K | 0.03% | 151 |
|
|
2024
Q1 | $287K | Sell |
14,781
-321
| -2% | -$6.43K | 0.03% | 146 |
|
|
2023
Q4 | $312K | Sell |
15,102
-338
| -2% | -$6.28K | 0.03% | 129 |
|
|
2023
Q3 | $269K | Buy |
15,440
+624
| +4% | +$12K | 0.03% | 128 |
|
|
2023
Q2 | $293K | Buy |
14,816
+703
| +5% | +$13.5K | 0.03% | 127 |
|
|
2023
Q1 | $273K | Sell |
14,113
-4,927
| -26% | -$98.7K | 0.03% | 132 |
|
|
2022
Q4 | $375K | Buy |
19,040
+5,118
| +37% | +$98.5K | 0.05% | 111 |
|
|
2022
Q3 | $256K | Buy |
13,922
+585
| +4% | +$12.7K | 0.04% | 124 |
|
|
2022
Q2 | $285K | Sell |
13,337
-174
| -1% | -$4K | 0.04% | 116 |
|
|
2022
Q1 | $345K | Sell |
13,511
-241
| -2% | -$5.82K | 0.05% | 106 |
|
|
2021
Q4 | $346K | Sell |
13,752
-2,110
| -13% | -$52K | 0.05% | 112 |
|
|
2021
Q3 | $362K | Sell |
15,862
-698
| -4% | -$16.6K | 0.06% | 108 |
|
|
2021
Q2 | $379K | Sell |
16,560
-792
| -5% | -$17.6K | 0.06% | 109 |
|
|
2021
Q1 | $369K | Buy |
17,352
+524
| +3% | +$10.2K | 0.07% | 106 |
|
|
2020
Q4 | $319K | Buy |
16,828
+706
| +4% | +$13.1K | 0.07% | 111 |
|
|
2020
Q3 | $285K | Buy |
16,122
+1,156
| +8% | +$20.8K | 0.08% | 110 |
|
|
2020
Q2 | $264K | Buy |
14,966
+1,040
| +7% | +$18.1K | 0.09% | 101 |
|
|
2020
Q1 | $229K | Sell |
13,926
-188
| -1% | -$4.01K | 0.1% | 86 |
|
|
2019
Q4 | $320K | Buy |
14,114
+1,000
| +8% | +$23.3K | 0.14% | 83 |
|
|
2019
Q3 | $309K | Sell |
13,114
-262
| -2% | -$6.01K | 0.17% | 70 |
|
|
2019
Q2 | $306K | Sell |
13,376
-1,826
| -12% | -$40.7K | 0.23% | 69 |
|
|
2019
Q1 | $338K | Buy |
15,202
+762
| +5% | +$16.2K | 0.26% | 65 |
|
|
2018
Q4 | $278K | Buy |
+14,440
| New | +$295K | 0.26% | 64 |
|
Other funds holding SCHH
BEI
RA