HWA
Hillcrest Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $268K | Buy |
+12,675
| New | +$268K | 0.13% | 45 |
|
|
2024
Q2 | – | Sell |
-13,125
| Closed | -$266K | – | 49 |
|
|
2024
Q1 | $266K | Buy |
+13,125
| New | +$266K | 0.14% | 44 |
|
|
2023
Q4 | – | Sell |
-51,450
| Closed | -$913K | – | 47 |
|
|
2023
Q3 | $913K | Buy |
51,450
+34,825
| +209% | +$618K | 0.52% | 29 |
|
|
2023
Q2 | $325K | Sell |
16,625
-8,150
| -33% | -$159K | 0.19% | 38 |
|
|
2023
Q1 | $483K | Sell |
24,775
-21,050
| -46% | -$410K | 0.29% | 33 |
|
|
2022
Q4 | $884K | Buy |
45,825
+19,900
| +77% | +$384K | 0.53% | 29 |
|
|
2022
Q3 | $485K | Buy |
25,925
+11,225
| +76% | +$210K | 0.31% | 34 |
|
|
2022
Q2 | $310K | Buy |
+14,700
| New | +$310K | 0.19% | 39 |
|