HM Payson & Co’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
Q1
Sell
2024
Q4
$6.32K Buy
2023
Q3
Sell
2023
Q2
$164 Hold
2023
Q1
$163 Hold
2022
Q4
$159 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Hold
2021
Q4
$0 Hold
2021
Q3
$0 Hold
2021
Q2
$0 Sell
2021
Q1
$4K Buy