Glass Jacobson Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.7K | Buy |
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|
2025
Q2 | $9.82K | Sell |
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|
2025
Q1 | $31.6K | Hold |
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|
2024
Q4 | $31.6K | Hold |
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|
2024
Q3 | $34.7K | Hold |
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|
2024
Q2 | $29.9K | Hold |
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|
2024
Q1 | $30.4K | Hold |
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|
2023
Q4 | $31K | Hold |
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|
2023
Q3 | $26.6K | Sell |
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|
2023
Q2 | $39.8K | Buy |
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|
2022
Q4 | $28.9K | Buy |
|