Kozak & Associates’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 | $211 | Hold |
10
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $203 | Buy |
+10
| New | +$203 | ﹤0.01% | 408 |
|
|
2024
Q2 | – | Sell |
-344
| Closed | -$6.89K | – | 443 |
|
|
2024
Q1 | $6.89K | Buy |
+344
| New | +$6.89K | ﹤0.01% | 256 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 346 |
|
|
2022
Q3 | – | Sell |
-420
| Closed | -$9K | – | 373 |
|
|
2022
Q2 | $9K | Buy |
420
+208
| +98% | +$4.46K | 0.01% | 242 |
|
|
2022
Q1 | $10K | Sell |
212
-212
| -50% | -$10K | 0.01% | 258 |
|
|
2021
Q4 | $10K | Hold |
424
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $11K | Buy |
+424
| New | +$11K | 0.01% | 237 |
|