Juncture Wealth Strategies’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 | $721K | Sell |
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|
2025
Q2 | $713K | Sell |
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|
2025
Q1 | $768K | Buy |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $705K | Buy |
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|
2024
Q2 | $584K | Buy |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $595K | Buy |
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|
2023
Q3 | $501K | Sell |
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|
2023
Q2 | $903K | Sell |
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|
2023
Q1 | $1.1M | Sell |
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|
2022
Q4 | $1.33M | Sell |
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|
2022
Q3 | $3.57M | Buy |
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