GFWA
Grey Fox Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $518K | Sell |
24,465
-1,572
| -6% | -$33.3K | 0.12% | 79 |
|
|
2025
Q1 | $560K | Sell |
26,037
-515
| -2% | -$11.1K | 0.15% | 77 |
|
|
2024
Q4 | $559K | Buy |
26,552
+75
| +0.3% | +$1.58K | 0.15% | 81 |
|
|
2024
Q3 | $613K | Sell |
26,477
-332
| -1% | -$7.69K | 0.17% | 75 |
|
|
2024
Q2 | $540K | Sell |
26,809
-590
| -2% | -$11.9K | 0.19% | 69 |
|
|
2024
Q1 | $556K | Sell |
27,399
-817
| -3% | -$16.6K | 0.21% | 64 |
|
|
2023
Q4 | $584K | Sell |
28,216
-5,824
| -17% | -$121K | 0.25% | 58 |
|
|
2023
Q3 | $604K | Sell |
34,040
-924
| -3% | -$16.4K | 0.3% | 55 |
|
|
2023
Q2 | $683K | Buy |
34,964
+395
| +1% | +$7.71K | 0.35% | 50 |
|
|
2023
Q1 | $674K | Buy |
34,569
+23,457
| +211% | +$457K | 0.4% | 44 |
|
|
2022
Q4 | $214K | Buy |
+11,112
| New | +$214K | 0.14% | 86 |
|