Landmark Wealth Management (New York)’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 | $1.93M | Buy |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.66M | Buy |
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|
2023
Q4 | $1.66M | Buy |
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|
2023
Q3 | $1.35M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $978K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $2K | Buy |
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