L.J. Altfest & Co’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 | $717K | Sell |
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|
2025
Q2 | $761K | Buy |
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|
2025
Q1 | $773K | Buy |
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|
2024
Q4 | $586K | Buy |
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|
2024
Q3 | $625K | Sell |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $736K | Buy |
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|
2023
Q4 | $750K | Sell |
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|
2023
Q3 | $754K | Buy |
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|
2023
Q2 | $603K | Sell |
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|
2023
Q1 | $642K | Sell |
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|
2022
Q4 | $6.61M | Buy |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2022
Q1 | $613K | Buy |
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|
2021
Q4 | $639K | Buy |
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|
2021
Q3 | $533K | Buy |
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|
2021
Q2 | $513K | Sell |
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|
2021
Q1 | $468K | Buy |
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|
2020
Q4 | $429K | Sell |
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|
2020
Q3 | $439K | Buy |
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|
2020
Q2 | $347K | Sell |
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|
2020
Q1 | $327K | Buy |
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|
2019
Q4 | $454K | Buy |
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|
2019
Q3 | $460K | Sell |
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|
2019
Q2 | $445K | Buy |
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|
2019
Q1 | $423K | Buy |
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|
2018
Q4 | $357K | Buy |
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|
2018
Q3 | $384K | Buy |
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|
2018
Q2 | $383K | Buy |
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|
2018
Q1 | $350K | Buy |
|