Glass Jacobson Investment Advisors’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 | $9.82K | Sell |
464
-1,035
| -69% | -$21.9K | ﹤0.01% | 428 |
|
|
2025
Q1 | $31.6K | Hold |
1,499
| – | – | 0.01% | 441 |
|
|
2024
Q4 | $31.6K | Hold |
1,499
| – | – | 0.01% | 441 |
|
|
2024
Q3 | $34.7K | Hold |
1,499
| – | – | 0.01% | 424 |
|
|
2024
Q2 | $29.9K | Hold |
1,499
| – | – | 0.01% | 420 |
|
|
2024
Q1 | $30.4K | Hold |
1,499
| – | – | 0.01% | 427 |
|
|
2023
Q4 | $31K | Hold |
1,499
| – | – | 0.01% | 389 |
|
|
2023
Q3 | $26.6K | Sell |
1,499
-538
| -26% | -$9.55K | 0.01% | 394 |
|
|
2023
Q2 | $39.8K | Buy |
+2,037
| New | +$39.8K | 0.02% | 349 |
|
|
2022
Q4 | $28.9K | Buy |
+1,499
| New | +$28.9K | 0.01% | 393 |
|