Founders Financial Alliance’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 | $466 | Hold |
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|
2025
Q1 | $473 | Sell |
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|
2024
Q4 | $6.11K | Sell |
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|
2024
Q3 | $8.18K | Buy |
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|
2024
Q2 | $6.61K | Hold |
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|
2024
Q1 | $6.72K | Hold |
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|
2023
Q4 | $6.86K | Sell |
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|
2023
Q3 | $6.99K | Hold |
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|
2023
Q2 | $7.7K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $2.43K | Hold |
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|
2022
Q3 | $2K | Sell |
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|
2022
Q2 | $14K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $2K | Buy |
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