Guardian Financial Partners’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 | $2.59M | Buy |
122,349
+16,196
| +15% | +$343K | 1.16% | 22 |
|
|
2025
Q1 | $2.28M | Buy |
106,153
+13,357
| +14% | +$287K | 1.09% | 24 |
|
|
2024
Q4 | $1.95M | Buy |
92,796
+14,347
| +18% | +$302K | 1.16% | 22 |
|
|
2024
Q3 | $1.82M | Buy |
78,449
+6,445
| +9% | +$149K | 1.14% | 23 |
|
|
2024
Q2 | $1.44M | Buy |
72,004
+6,636
| +10% | +$133K | 0.95% | 25 |
|
|
2024
Q1 | $1.33M | Buy |
65,368
+8,614
| +15% | +$175K | 0.91% | 25 |
|
|
2023
Q4 | $1.18M | Buy |
56,754
+16,515
| +41% | +$342K | 0.96% | 23 |
|
|
2023
Q3 | $714K | Buy |
+40,239
| New | +$714K | 0.67% | 26 |
|
|
2023
Q2 | – | Sell |
-28,589
| Closed | -$557K | – | 33 |
|
|
2023
Q1 | $557K | Buy |
28,589
+3,011
| +12% | +$58.7K | 0.56% | 26 |
|
|
2022
Q4 | $493K | Buy |
25,578
+1,347
| +6% | +$26K | 0.52% | 26 |
|
|
2022
Q3 | $453K | Buy |
24,231
+2,955
| +14% | +$55.2K | 0.52% | 23 |
|
|
2022
Q2 | $449K | Buy |
21,276
+3,618
| +20% | +$76.4K | 0.5% | 20 |
|
|
2022
Q1 | $450K | Buy |
17,658
+2,170
| +14% | +$55.3K | 0.46% | 24 |
|
|
2021
Q4 | $408K | Buy |
+15,488
| New | +$408K | 0.39% | 24 |
|