Howe & Rusling’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
Q2 | $68.7K | Buy |
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|
2025
Q1 | $34.3K | Buy |
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|
2024
Q4 | $11.3K | Sell |
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|
2024
Q3 | $41.7K | Buy |
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|
2024
Q2 | $31.7K | Buy |
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|
2024
Q1 | $14.5K | Buy |
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|
2023
Q4 | $1.06K | Sell |
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|
2023
Q3 | $14.8K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $5.5K | Sell |
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|
2022
Q3 | $21K | Hold |
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|
2022
Q2 | $24K | Buy |
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|
2022
Q1 | $26K | Sell |
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|
2021
Q4 | $31K | Sell |
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|
2021
Q3 | $31K | Buy |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $20K | Sell |
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|
2020
Q3 | $21K | Buy |
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|
2020
Q2 | $19K | Hold |
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|
2020
Q1 | $17K | Buy |
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|
2019
Q4 | $1K | Sell |
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|
2019
Q3 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $11K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $8K | Hold |
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|
2014
Q4 | $8K | Hold |
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|
2014
Q3 | $7K | Hold |
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|
2014
Q2 | $7K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $6K | Hold |
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|
2013
Q3 | $6K | Hold |
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|
2013
Q2 | $7K | Buy |
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