IVC Wealth Advisors’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
Q3 | $475K | Buy |
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|
2025
Q2 | $416K | Buy |
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|
2025
Q1 | $405K | Buy |
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|
2024
Q4 | $393K | Buy |
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|
2024
Q3 | $311K | Sell |
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|
2024
Q2 | $301K | Sell |
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|
2024
Q1 | $349K | Buy |
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|
2023
Q4 | $278K | Buy |
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|
2023
Q3 | $225K | Buy |
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|
2023
Q2 | $246K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $255K | Buy |
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|
2022
Q1 | $250K | Buy |
|