Garrison Asset 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
2024
Q3
$227K Sell
2024
Q2
$207K Sell
2024
Q1
$218K Sell
2023
Q4
$223K Sell
2023
Q3
$193K Buy
2023
Q2
$212K Sell
2023
Q1
$214K Sell
2022
Q4
$219K Sell
2022
Q3
$221K Buy
2022
Q2
$250K Sell
2022
Q1
$297K Buy
2021
Q4
$298K Buy
2020
Q4
Sell
2020
Q3
$227K Buy
2020
Q2
$225K Buy
2020
Q1
$208K Sell
2019
Q4
$293K Buy