Founders Financial Alliance’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 | $466 | Hold |
22
| – | – | ﹤0.01% | 539 |
|
|
2025
Q1 | $473 | Sell |
22
-268
| -92% | -$5.76K | ﹤0.01% | 611 |
|
|
2024
Q4 | $6.11K | Sell |
290
-63
| -18% | -$1.33K | ﹤0.01% | 509 |
|
|
2024
Q3 | $8.18K | Buy |
353
+22
| +7% | +$510 | ﹤0.01% | 500 |
|
|
2024
Q2 | $6.61K | Hold |
331
| – | – | ﹤0.01% | 496 |
|
|
2024
Q1 | $6.72K | Hold |
331
| – | – | ﹤0.01% | 500 |
|
|
2023
Q4 | $6.86K | Sell |
331
-63
| -16% | -$1.31K | ﹤0.01% | 450 |
|
|
2023
Q3 | $6.99K | Hold |
394
| – | – | ﹤0.01% | 429 |
|
|
2023
Q2 | $7.7K | Buy |
+394
| New | +$7.7K | ﹤0.01% | 455 |
|
|
2023
Q1 | – | Sell |
-126
| Closed | -$2.43K | – | 484 |
|
|
2022
Q4 | $2.43K | Hold |
126
| – | – | ﹤0.01% | 463 |
|
|
2022
Q3 | $2K | Sell |
126
-549
| -81% | -$8.71K | ﹤0.01% | 463 |
|
|
2022
Q2 | $14K | Buy |
675
+549
| +436% | +$11.4K | 0.01% | 418 |
|
|
2022
Q1 | $3K | Hold |
126
| – | – | ﹤0.01% | 425 |
|
|
2021
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 465 |
|
|
2021
Q3 | $3K | Hold |
126
| – | – | ﹤0.01% | 438 |
|
|
2021
Q2 | $3K | Hold |
126
| – | – | ﹤0.01% | 459 |
|
|
2021
Q1 | $3K | Buy |
+126
| New | +$3K | ﹤0.01% | 441 |
|
|
2020
Q4 | – | Sell |
-126
| Closed | -$2K | – | 1089 |
|
|
2020
Q3 | $2K | Buy |
+126
| New | +$2K | ﹤0.01% | 1223 |
|