Kingsview Wealth Management’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 | $721K | Buy |
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|
2025
Q1 | $704K | Sell |
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|
2024
Q4 | $4.05M | Buy |
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|
2024
Q3 | $743K | Buy |
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|
2024
Q2 | $616K | Sell |
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|
2024
Q1 | $632K | Sell |
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|
2023
Q4 | $661K | Buy |
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|
2023
Q3 | $552K | Sell |
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|
2023
Q2 | $609K | Sell |
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|
2023
Q1 | $639K | Buy |
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|
2022
Q4 | $608K | Sell |
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|
2022
Q3 | $592K | Sell |
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|
2022
Q2 | $685K | Buy |
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|
2022
Q1 | $731K | Buy |
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|
2021
Q4 | $764K | Buy |
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|
2021
Q3 | $626K | Buy |
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|
2021
Q2 | $597K | Buy |
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|
2021
Q1 | $469K | Buy |
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|
2020
Q4 | $378K | Buy |
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|
2020
Q3 | $292K | Buy |
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|
2020
Q2 | $277K | Buy |
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|
2020
Q1 | $246K | Buy |
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|
2019
Q4 | $324K | Buy |
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|
2019
Q3 | $305K | Buy |
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|
2019
Q2 | $263K | Sell |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $234K | Buy |
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|
2018
Q3 | $217K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $228K | Buy |
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