Johnson Financial Group LLC (Colorado)’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 | $1.85M | Hold |
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|
2025
Q2 | $1.81M | Sell |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.23M | Buy |
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|
2024
Q3 | $1.85M | Hold |
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|
2024
Q2 | $1.6M | Sell |
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|
2024
Q1 | $1.96M | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $3.57M | Buy |
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|
2022
Q2 | $369K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $2.2M | Buy |
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