JFS Wealth Advisors’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 | $1.48K | Hold |
70
| – | – | ﹤0.01% | 1470 |
|
|
2025
Q1 | $1.51K | Hold |
70
| – | – | ﹤0.01% | 1563 |
|
|
2024
Q4 | $1.48K | Hold |
70
| – | – | ﹤0.01% | 1583 |
|
|
2024
Q3 | $1.62K | Hold |
70
| – | – | ﹤0.01% | 1567 |
|
|
2024
Q2 | $1.4K | Hold |
70
| – | – | ﹤0.01% | 1568 |
|
|
2024
Q1 | $1.42K | Hold |
70
| – | – | ﹤0.01% | 1560 |
|
|
2023
Q4 | $1.45K | Hold |
70
| – | – | ﹤0.01% | 1546 |
|
|
2023
Q3 | $1.24K | Hold |
70
| – | – | ﹤0.01% | 1527 |
|
|
2023
Q2 | $1.37K | Hold |
70
| – | – | ﹤0.01% | 1506 |
|
|
2023
Q1 | $1.37K | Hold |
70
| – | – | ﹤0.01% | 1498 |
|
|
2022
Q4 | $1.35K | Hold |
70
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q3 | $1K | Hold |
70
| – | – | ﹤0.01% | 1639 |
|
|
2022
Q2 | $1K | Hold |
70
| – | – | ﹤0.01% | 1629 |
|
|
2022
Q1 | $2K | Hold |
70
| – | – | ﹤0.01% | 1486 |
|
|
2021
Q4 | $2K | Hold |
70
| – | – | ﹤0.01% | 1152 |
|
|
2021
Q3 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 783 |
|
|
2019
Q4 | – | Sell |
-14
| Closed | – | – | 544 |
|
|
2019
Q3 | $0 | Buy |
+14
| New | – | ﹤0.01% | 533 |
|