Independent Solutions Wealth Management’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
Q2 | $1.72M | Buy |
81,188
+5,013
| +7% | +$106K | 0.34% | 88 |
|
|
2025
Q1 | $1.64M | Buy |
76,175
+3,916
| +5% | +$84.2K | 0.37% | 85 |
|
|
2024
Q4 | $1.52M | Sell |
72,259
-9,799
| -12% | -$206K | 0.33% | 92 |
|
|
2024
Q3 | $1.9M | Buy |
82,058
+727
| +0.9% | +$16.8K | 0.43% | 70 |
|
|
2024
Q2 | $1.62M | Sell |
81,331
-3,694
| -4% | -$73.8K | 0.37% | 81 |
|
|
2024
Q1 | $1.73M | Buy |
85,025
+1,622
| +2% | +$32.9K | 0.41% | 72 |
|
|
2023
Q4 | $1.73M | Buy |
83,403
+3,613
| +5% | +$74.8K | 0.44% | 68 |
|
|
2023
Q3 | $1.42M | Buy |
79,790
+16,816
| +27% | +$298K | 0.37% | 65 |
|
|
2023
Q2 | $1.23M | Buy |
62,974
+3,827
| +6% | +$74.7K | 0.31% | 72 |
|
|
2023
Q1 | $1.15M | Buy |
59,147
+4,400
| +8% | +$85.8K | 0.34% | 71 |
|
|
2022
Q4 | $1.06M | Buy |
54,747
+31,884
| +139% | +$615K | 0.32% | 79 |
|
|
2022
Q3 | $427K | Buy |
22,863
+1,638
| +8% | +$30.6K | 0.14% | 129 |
|
|
2022
Q2 | $448K | Buy |
+21,225
| New | +$448K | 0.14% | 122 |
|
|
2020
Q1 | – | Sell |
-8,724
| Closed | -$200K | – | 148 |
|
|
2019
Q4 | $200K | Buy |
+8,724
| New | +$200K | 0.09% | 155 |
|