Global Retirement Partners’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 | $76.2K | Buy |
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|
2025
Q2 | $73.1K | Buy |
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|
2024
Q4 | $125K | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $228K | Buy |
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|
2024
Q1 | $229K | Sell |
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|
2023
Q4 | $245K | Buy |
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|
2023
Q3 | $182K | Buy |
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|
2023
Q2 | $176K | Sell |
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|
2023
Q1 | $247K | Buy |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q3 | $210K | Buy |
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|
2022
Q2 | $229K | Buy |
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|
2022
Q1 | $201K | Sell |
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|
2021
Q4 | $274K | Buy |
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|
2021
Q3 | $236K | Buy |
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|
2021
Q2 | $219K | Buy |
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|
2021
Q1 | $72K | Buy |
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|
2020
Q4 | $16K | Sell |
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|
2020
Q3 | $50K | Buy |
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|
2020
Q2 | $44K | Sell |
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|
2020
Q1 | $86K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $42K | Buy |
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|
2018
Q3 | $7K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $10K | Sell |
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|
2017
Q4 | $12K | Buy |
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|
2017
Q3 | $11K | Buy |
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|
2017
Q2 | $6K | Buy |
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