Gerber Kawasaki Wealth & Investment Management’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 | $731K | Buy |
34,526
+5,182
| +18% | +$110K | 0.03% | 166 |
|
|
2025
Q1 | $631K | Sell |
29,344
-20,060
| -41% | -$431K | 0.03% | 174 |
|
|
2024
Q4 | $1.04M | Buy |
49,404
+29
| +0.1% | +$611 | 0.05% | 139 |
|
|
2024
Q3 | $1.14M | Buy |
49,375
+99
| +0.2% | +$2.29K | 0.05% | 128 |
|
|
2024
Q2 | $984K | Buy |
49,276
+47
| +0.1% | +$939 | 0.05% | 132 |
|
|
2024
Q1 | $999K | Buy |
49,229
+287
| +0.6% | +$5.83K | 0.05% | 131 |
|
|
2023
Q4 | $1.01M | Sell |
48,942
-3,960
| -7% | -$82K | 0.06% | 132 |
|
|
2023
Q3 | $939K | Sell |
52,902
-510
| -1% | -$9.05K | 0.06% | 132 |
|
|
2023
Q2 | $1.04M | Sell |
53,412
-5,226
| -9% | -$102K | 0.07% | 127 |
|
|
2023
Q1 | $1.14M | Sell |
58,638
-634
| -1% | -$12.4K | 0.09% | 125 |
|
|
2022
Q4 | $1.14M | Buy |
+59,272
| New | +$1.14M | 0.1% | 114 |
|
|
2021
Q4 | – | Sell |
-2,290
| Closed | -$52K | – | 928 |
|
|
2021
Q3 | $52K | Buy |
+2,290
| New | +$52K | 0.01% | 323 |
|