IAG Wealth Partners’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
Q1 | – | Sell |
-52
| Closed | -$1.1K | – | 526 |
|
|
2024
Q4 | $1.1K | Buy |
+52
| New | +$1.1K | ﹤0.01% | 481 |
|
|
2022
Q4 | – | Sell |
-246
| Closed | -$5K | – | 481 |
|
|
2022
Q3 | $5K | Hold |
246
| – | – | ﹤0.01% | 347 |
|
|
2022
Q2 | $5K | Hold |
246
| – | – | ﹤0.01% | 341 |
|
|
2022
Q1 | $6K | Sell |
246
-268
| -52% | -$6.54K | ﹤0.01% | 346 |
|
|
2021
Q4 | $14K | Buy |
+514
| New | +$14K | ﹤0.01% | 263 |
|