JFS 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
Q2 | $1.48K | Hold |
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|
2025
Q1 | $1.51K | Hold |
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|
2024
Q4 | $1.48K | Hold |
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|
2024
Q3 | $1.62K | Hold |
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|
2024
Q2 | $1.4K | Hold |
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|
2024
Q1 | $1.42K | Hold |
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|
2023
Q4 | $1.45K | Hold |
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|
2023
Q3 | $1.24K | Hold |
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|
2023
Q2 | $1.37K | Hold |
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|
2023
Q1 | $1.36K | Hold |
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|
2022
Q4 | $1.35K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Hold |
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|
2022
Q1 | $2K | Hold |
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|
2021
Q4 | $2K | Hold |
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|
2021
Q3 | $2K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $0 | Buy |
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