JFG 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 | $684K | Sell |
32,330
-1,842
| -5% | -$39K | 0.14% | 32 |
|
|
2025
Q1 | $735K | Sell |
34,172
-5,045
| -13% | -$109K | 0.17% | 36 |
|
|
2024
Q4 | $826K | Buy |
39,217
+3,738
| +11% | +$78.7K | 0.19% | 44 |
|
|
2024
Q3 | $822K | Hold |
35,479
| – | – | 0.23% | 30 |
|
|
2024
Q2 | $709K | Sell |
35,479
-26,743
| -43% | -$534K | 0.2% | 25 |
|
|
2024
Q1 | $1.26M | Buy |
62,222
+4
| +0% | +$81 | 0.34% | 18 |
|
|
2023
Q4 | $1.29M | Buy |
+62,218
| New | +$1.29M | 0.37% | 20 |
|
|
2022
Q4 | – | Sell |
-123,961
| Closed | -$2.32M | – | 44 |
|
|
2022
Q3 | $2.32M | Buy |
+123,961
| New | +$2.32M | 0.78% | 16 |
|
|
2020
Q4 | – | Sell |
-84
| Closed | -$1.5K | – | 66 |
|
|
2020
Q3 | $1.5K | Buy |
+84
| New | +$1.5K | ﹤0.01% | 52 |
|
|
2019
Q1 | – | Sell |
-28,346
| Closed | -$545K | – | 21 |
|
|
2018
Q4 | $545K | Buy |
+28,346
| New | +$545K | 0.49% | 19 |
|