IA
IFG 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 | $1.27M | Sell |
60,031
-4,481
| -7% | -$94.8K | 0.21% | 51 |
|
|
2025
Q1 | $1.39M | Sell |
64,512
-1,767
| -3% | -$38K | 0.27% | 45 |
|
|
2024
Q4 | $1.4M | Sell |
66,279
-302
| -0.5% | -$6.36K | 0.28% | 45 |
|
|
2024
Q3 | $1.54M | Sell |
66,581
-1,428
| -2% | -$33.1K | 0.33% | 36 |
|
|
2024
Q2 | $1.36M | Sell |
68,009
-1,190
| -2% | -$23.8K | 0.32% | 38 |
|
|
2024
Q1 | $1.4M | Sell |
69,199
-293
| -0.4% | -$5.95K | 0.36% | 33 |
|
|
2023
Q4 | $1.44M | Sell |
69,492
-2,113
| -3% | -$43.8K | 0.42% | 31 |
|
|
2023
Q3 | $1.27M | Sell |
71,605
-1,695
| -2% | -$30.1K | 0.45% | 30 |
|
|
2023
Q2 | $1.43M | Sell |
73,300
-1,940
| -3% | -$37.9K | 0.51% | 28 |
|
|
2023
Q1 | $1.47M | Sell |
75,240
-2,590
| -3% | -$50.5K | 0.58% | 26 |
|
|
2022
Q4 | $1.5M | Buy |
77,830
+7,163
| +10% | +$138K | 0.66% | 23 |
|
|
2022
Q3 | $1.32M | Buy |
70,667
+195
| +0.3% | +$3.65K | 0.67% | 24 |
|
|
2022
Q2 | $1.49M | Sell |
70,472
-1,946
| -3% | -$41K | 0.75% | 24 |
|
|
2022
Q1 | $1.8M | Buy |
72,418
+35,164
| +94% | +$875K | 0.8% | 21 |
|
|
2021
Q4 | $1.96M | Buy |
37,254
+414
| +1% | +$21.8K | 0.83% | 18 |
|
|
2021
Q3 | $1.68M | Buy |
36,840
+2,862
| +8% | +$131K | 0.77% | 19 |
|
|
2021
Q2 | $1.56M | Buy |
33,978
+3,444
| +11% | +$158K | 0.74% | 17 |
|
|
2021
Q1 | $1.26M | Buy |
30,534
+3,111
| +11% | +$128K | 0.69% | 15 |
|
|
2020
Q4 | $1.04M | Buy |
27,423
+1,563
| +6% | +$59.3K | 0.64% | 16 |
|
|
2020
Q3 | $910K | Buy |
25,860
+4,939
| +24% | +$174K | 0.64% | 16 |
|
|
2020
Q2 | $737K | Buy |
20,921
+1,094
| +6% | +$38.5K | 0.58% | 20 |
|
|
2020
Q1 | $649K | Buy |
19,827
+609
| +3% | +$19.9K | 0.64% | 18 |
|
|
2019
Q4 | $883K | Buy |
19,218
+1,080
| +6% | +$49.6K | 0.73% | 19 |
|
|
2019
Q3 | $856K | Buy |
+18,138
| New | +$856K | 0.8% | 19 |
|