Johnson Financial Group Inc (Wisconsin)’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 | $50.9K | Buy |
+2,407
| New | +$50.9K | ﹤0.01% | 456 |
|
|
2025
Q1 | – | Sell |
-730
| Closed | -$15.5K | – | 937 |
|
|
2024
Q4 | $15.5K | Buy |
+730
| New | +$15.5K | ﹤0.01% | 615 |
|
|
2023
Q4 | – | Sell |
-313
| Closed | -$5.56K | – | 982 |
|
|
2023
Q3 | $5.56K | Buy |
313
+146
| +87% | +$2.59K | ﹤0.01% | 557 |
|
|
2023
Q2 | $3.26K | Sell |
167
-884
| -84% | -$17.2K | ﹤0.01% | 605 |
|
|
2023
Q1 | $20.5K | Buy |
1,051
+13
| +1% | +$253 | ﹤0.01% | 489 |
|
|
2022
Q4 | $20K | Buy |
1,038
+6
| +0.6% | +$116 | ﹤0.01% | 437 |
|
|
2022
Q3 | $20K | Buy |
1,032
+11
| +1% | +$213 | ﹤0.01% | 441 |
|
|
2022
Q2 | $21K | Buy |
1,021
+7
| +0.7% | +$144 | ﹤0.01% | 470 |
|
|
2022
Q1 | $25K | Sell |
1,014
-1,166
| -53% | -$28.7K | ﹤0.01% | 511 |
|
|
2021
Q4 | $57K | Hold |
2,180
| – | – | ﹤0.01% | 432 |
|
|
2021
Q3 | $50K | Hold |
2,180
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $50K | Hold |
2,180
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $45K | Buy |
+2,180
| New | +$45K | ﹤0.01% | 409 |
|