Grey Fox Wealth Advisors’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
Q2 | $518K | Sell |
|
|||||
|
2025
Q1 | $560K | Sell |
|
|||||
|
2024
Q4 | $559K | Buy |
|
|||||
|
2024
Q3 | $613K | Sell |
|
|||||
|
2024
Q2 | $540K | Sell |
|
|||||
|
2024
Q1 | $556K | Sell |
|
|||||
|
2023
Q4 | $584K | Sell |
|
|||||
|
2023
Q3 | $604K | Sell |
|
|||||
|
2023
Q2 | $683K | Buy |
|
|||||
|
2023
Q1 | $674K | Buy |
|
|||||
|
2022
Q4 | $214K | Buy |
|