Koss-Olinger Consulting’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 | $2.23M | Sell |
105,540
-211
| -0.2% | -$4.47K | 0.18% | 64 |
|
|
2025
Q1 | $2.28M | Buy |
105,751
+2
| +0% | +$43 | 0.19% | 59 |
|
|
2024
Q4 | $2.23M | Buy |
105,749
+7
| +0% | +$147 | 0.2% | 60 |
|
|
2024
Q3 | $2.45M | Hold |
105,742
| – | – | 0.21% | 60 |
|
|
2024
Q2 | $2.11M | Buy |
+105,742
| New | +$2.11M | 0.2% | 67 |
|
|
2024
Q1 | – | Sell |
-105,685
| Closed | -$2.19M | – | 254 |
|
|
2023
Q4 | $2.19M | Hold |
105,685
| – | – | 0.21% | 50 |
|
|
2023
Q3 | $1.88M | Buy |
+105,685
| New | +$1.88M | 0.28% | 47 |
|