GM
GeoWealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.82K | Buy |
322
+2
| +0.6% | +$42 | ﹤0.01% | 1137 |
|
|
2025
Q1 | $6.88K | Buy |
320
+2
| +0.6% | +$43 | ﹤0.01% | 1005 |
|
|
2024
Q4 | $6.7K | Buy |
318
+3
| +1% | +$63 | ﹤0.01% | 1526 |
|
|
2024
Q3 | $7.3K | Buy |
+315
| New | +$7.3K | ﹤0.01% | 1411 |
|
|
2022
Q4 | – | Sell |
-78
| Closed | -$1K | – | 393 |
|
|
2022
Q3 | $1K | Hold |
78
| – | – | ﹤0.01% | 341 |
|
|
2022
Q2 | $2K | Hold |
78
| – | – | ﹤0.01% | 330 |
|
|
2022
Q1 | $2K | Buy |
78
+39
| +100% | +$1K | ﹤0.01% | 392 |
|
|
2021
Q4 | $2K | Hold |
39
| – | – | ﹤0.01% | 374 |
|
|
2021
Q3 | $2K | Hold |
39
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $2K | Hold |
39
| – | – | ﹤0.01% | 271 |
|
|
2021
Q1 | $2K | Buy |
+39
| New | +$2K | ﹤0.01% | 204 |
|
|
2020
Q2 | – | Sell |
-29,920
| Closed | -$979K | – | 159 |
|
|
2020
Q1 | $979K | Buy |
29,920
+2,020
| +7% | +$66.1K | 0.69% | 41 |
|
|
2019
Q4 | $1.28M | Sell |
27,900
-79,976
| -74% | -$3.68M | 0.69% | 43 |
|
|
2019
Q3 | $5.09M | Buy |
+107,876
| New | +$5.09M | 1.14% | 19 |
|