Glassy Mountain 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 | $2.69M | Buy |
127,119
+850
| +0.7% | +$18K | 0.87% | 41 |
|
|
2025
Q1 | $2.72M | Buy |
126,269
+8,857
| +8% | +$191K | 0.96% | 38 |
|
|
2024
Q4 | $2.47M | Buy |
117,412
+13,122
| +13% | +$276K | 0.85% | 38 |
|
|
2024
Q3 | $2.42M | Buy |
104,290
+4,489
| +4% | +$104K | 0.85% | 37 |
|
|
2024
Q2 | $1.99M | Buy |
99,801
+709
| +0.7% | +$14.2K | 0.74% | 38 |
|
|
2024
Q1 | $2.01M | Buy |
99,092
+4,310
| +5% | +$87.5K | 0.76% | 37 |
|
|
2023
Q4 | $1.96M | Buy |
94,782
+15,682
| +20% | +$325K | 0.81% | 38 |
|
|
2023
Q3 | $1.38M | Buy |
+79,100
| New | +$1.38M | 0.66% | 39 |
|
|
2023
Q1 | – | Sell |
-1,006
| Closed | -$19.4K | – | 181 |
|
|
2022
Q4 | $19.4K | Buy |
+1,006
| New | +$19.4K | 0.01% | 162 |
|