GSB 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 | $341K | Buy |
12,104
+10,139
| +516% | +$286K | 0.08% | 177 |
|
|
2025
Q1 | $42.3K | Buy |
+1,965
| New | +$42.3K | 0.01% | 214 |
|
|
2024
Q4 | – | Sell |
-1,823
| Closed | -$42.2K | – | 232 |
|
|
2024
Q3 | $42.2K | Buy |
+1,823
| New | +$42.2K | 0.01% | 220 |
|
|
2023
Q3 | – | Sell |
-1,215
| Closed | -$23.7K | – | 205 |
|
|
2023
Q2 | $23.7K | Sell |
1,215
-7,567
| -86% | -$148K | 0.01% | 208 |
|
|
2023
Q1 | $169K | Buy |
+8,782
| New | +$169K | 0.06% | 203 |
|