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