Landmark Wealth Management (New York)’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 | $1.78M | Buy |
84,102
+981
| +1% | +$20.8K | 0.76% | 34 |
|
|
2025
Q1 | $1.79M | Buy |
83,121
+2,108
| +3% | +$45.3K | 0.79% | 36 |
|
|
2024
Q4 | $1.71M | Buy |
81,013
+2,687
| +3% | +$56.6K | 0.76% | 34 |
|
|
2024
Q3 | $1.82M | Buy |
+78,326
| New | +$1.82M | 0.79% | 33 |
|
|
2024
Q2 | – | Sell |
-81,505
| Closed | -$1.66M | – | 63 |
|
|
2024
Q1 | $1.66M | Buy |
81,505
+1,245
| +2% | +$25.3K | 0.77% | 35 |
|
|
2023
Q4 | $1.66M | Buy |
80,260
+4,105
| +5% | +$85K | 0.82% | 33 |
|
|
2023
Q3 | $1.35M | Buy |
+76,155
| New | +$1.35M | 0.77% | 32 |
|
|
2023
Q2 | – | Sell |
-70,417
| Closed | -$1.37M | – | 60 |
|
|
2023
Q1 | $1.37M | Buy |
70,417
+14,325
| +26% | +$279K | 0.76% | 34 |
|
|
2022
Q4 | $1.08M | Buy |
56,092
+3,768
| +7% | +$72.7K | 0.78% | 35 |
|
|
2022
Q3 | $978K | Buy |
+52,324
| New | +$978K | 0.74% | 36 |
|
|
2022
Q2 | – | Sell |
-118,310
| Closed | -$1.53M | – | 150 |
|
|
2022
Q1 | $1.53M | Buy |
118,310
+60,742
| +106% | +$786K | 0.8% | 32 |
|
|
2021
Q4 | $2K | Buy |
+57,568
| New | +$2K | 1.17% | 24 |
|