Guardian Financial Partners’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
Q3 | $2.74M | Buy |
|
|||||
|
2025
Q2 | $2.59M | Buy |
|
|||||
|
2025
Q1 | $2.28M | Buy |
|
|||||
|
2024
Q4 | $1.95M | Buy |
|
|||||
|
2024
Q3 | $1.82M | Buy |
|
|||||
|
2024
Q2 | $1.44M | Buy |
|
|||||
|
2024
Q1 | $1.33M | Buy |
|
|||||
|
2023
Q4 | $1.18M | Buy |
|
|||||
|
2023
Q3 | $714K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $557K | Buy |
|
|||||
|
2022
Q4 | $493K | Buy |
|
|||||
|
2022
Q3 | $453K | Buy |
|
|||||
|
2022
Q2 | $449K | Buy |
|
|||||
|
2022
Q1 | $450K | Buy |
|
|||||
|
2021
Q4 | $408K | Buy |
|