Golden State Wealth Management’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 | $13.1K | Hold |
621
| – | – | ﹤0.01% | 1001 |
|
|
2025
Q1 | $13.4K | Sell |
621
-459
| -43% | -$9.87K | ﹤0.01% | 914 |
|
|
2024
Q4 | $22.7K | Buy |
+1,080
| New | +$22.7K | ﹤0.01% | 741 |
|
|
2020
Q3 | – | Sell |
-6,840
| Closed | -$324K | – | 452 |
|
|
2020
Q2 | $324K | Buy |
6,840
+6,368
| +1,349% | +$302K | 0.1% | 126 |
|
|
2020
Q1 | $8K | Buy |
+472
| New | +$8K | ﹤0.01% | 659 |
|
|
2019
Q4 | – | Sell |
-476
| Closed | -$11K | – | 740 |
|
|
2019
Q3 | $11K | Buy |
476
+466
| +4,660% | +$10.8K | ﹤0.01% | 732 |
|
|
2019
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1133 |
|