Global Financial Private Client’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 | – | Sell |
-930
| Closed | -$20K | – | 1330 |
|
|
2025
Q1 | $20K | Hold |
930
| – | – | 0.01% | 446 |
|
|
2024
Q4 | $19.6K | Hold |
930
| – | – | 0.01% | 433 |
|
|
2024
Q3 | $21.5K | Hold |
930
| – | – | 0.01% | 419 |
|
|
2024
Q2 | $18.6K | Hold |
930
| – | – | 0.01% | 394 |
|
|
2024
Q1 | $18.6K | Hold |
930
| – | – | 0.01% | 403 |
|
|
2023
Q4 | $19.3K | Hold |
930
| – | – | 0.01% | 396 |
|
|
2023
Q3 | $16.2K | Hold |
930
| – | – | 0.01% | 387 |
|
|
2023
Q2 | $18.3K | Hold |
930
| – | – | 0.01% | 380 |
|
|
2023
Q1 | $18K | Hold |
930
| – | – | 0.01% | 384 |
|
|
2022
Q4 | $17.9K | Hold |
930
| – | – | 0.01% | 364 |
|
|
2022
Q3 | $17.6K | Hold |
930
| – | – | 0.01% | 365 |
|
|
2022
Q2 | $20K | Hold |
930
| – | – | 0.01% | 345 |
|
|
2022
Q1 | $23.6K | Hold |
930
| – | – | 0.01% | 335 |
|
|
2021
Q4 | $24.5K | Buy |
+930
| New | +$24.5K | 0.01% | 320 |
|