Heritage Financial Services’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 | $392K | Sell |
18,538
-884
| -5% | -$18.7K | 0.04% | 80 |
|
|
2025
Q1 | $418K | Buy |
19,422
+589
| +3% | +$12.7K | 0.04% | 78 |
|
|
2024
Q4 | $397K | Sell |
18,833
-1,497
| -7% | -$31.5K | 0.05% | 76 |
|
|
2024
Q3 | $471K | Buy |
20,330
+1,098
| +6% | +$25.4K | 0.06% | 66 |
|
|
2024
Q2 | $384K | Buy |
19,232
+149
| +0.8% | +$2.98K | 0.06% | 70 |
|
|
2024
Q1 | $387K | Buy |
19,083
+1,927
| +11% | +$39.1K | 0.06% | 70 |
|
|
2023
Q4 | $355K | Buy |
+17,156
| New | +$355K | 0.06% | 72 |
|