Laraway Financial Advisors’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 | $359K | Buy |
16,986
+3
| +0% | +$63 | 0.27% | 83 |
|
|
2025
Q1 | $365K | Sell |
16,983
-107
| -0.6% | -$2.3K | 0.29% | 81 |
|
|
2024
Q4 | $360K | Sell |
17,090
-256
| -1% | -$5.39K | 0.28% | 80 |
|
|
2024
Q3 | $402K | Buy |
17,346
+5
| +0% | +$116 | 0.32% | 73 |
|
|
2024
Q2 | $346K | Sell |
17,341
-287
| -2% | -$5.73K | 0.3% | 77 |
|
|
2024
Q1 | $358K | Sell |
17,628
-432
| -2% | -$8.77K | 0.32% | 77 |
|
|
2023
Q4 | $374K | Sell |
18,060
-347
| -2% | -$7.19K | 0.36% | 75 |
|
|
2023
Q3 | $327K | Sell |
18,407
-297
| -2% | -$5.27K | 0.34% | 75 |
|
|
2023
Q2 | $365K | Buy |
18,704
+3
| +0% | +$59 | 0.36% | 75 |
|
|
2023
Q1 | $365K | Sell |
18,701
-624
| -3% | -$12.2K | 0.37% | 83 |
|
|
2022
Q4 | $373K | Buy |
19,325
+5
| +0% | +$96 | 0.39% | 79 |
|
|
2022
Q3 | $361K | Sell |
19,320
-130
| -0.7% | -$2.43K | 0.4% | 72 |
|
|
2022
Q2 | $410K | Sell |
19,450
-140
| -0.7% | -$2.95K | 0.44% | 70 |
|
|
2022
Q1 | $487K | Sell |
19,590
-50
| -0.3% | -$1.24K | 0.44% | 70 |
|
|
2021
Q4 | $518K | Buy |
+19,640
| New | +$518K | 0.46% | 69 |
|