JFG Wealth Management’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 | $691K | Sell |
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|
2025
Q2 | $684K | Sell |
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2025
Q1 | $735K | Sell |
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|
2024
Q4 | $826K | Buy |
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|
2024
Q3 | $822K | Hold |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $1.29M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $2.32M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $1.5K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $545K | Buy |
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