Larson Financial Group’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 | $219K | Buy |
10,355
+2,613
| +34% | +$55.3K | 0.01% | 637 |
|
|
2025
Q1 | $167K | Sell |
7,742
-575
| -7% | -$12.4K | 0.01% | 661 |
|
|
2024
Q4 | $175K | Buy |
8,317
+6,289
| +310% | +$132K | 0.01% | 597 |
|
|
2024
Q3 | $47K | Buy |
2,028
+248
| +14% | +$5.75K | ﹤0.01% | 918 |
|
|
2024
Q2 | $35.5K | Buy |
1,780
+1,414
| +386% | +$28.2K | ﹤0.01% | 887 |
|
|
2024
Q1 | $7.43K | Sell |
366
-1,117
| -75% | -$22.7K | ﹤0.01% | 1110 |
|
|
2023
Q4 | $30.7K | Buy |
1,483
+678
| +84% | +$14K | ﹤0.01% | 748 |
|
|
2023
Q3 | $14.3K | Sell |
805
-542
| -40% | -$9.62K | ﹤0.01% | 906 |
|
|
2023
Q2 | $26.3K | Sell |
1,347
-509
| -27% | -$9.94K | ﹤0.01% | 669 |
|
|
2023
Q1 | $36.2K | Sell |
1,856
-1,725
| -48% | -$33.6K | ﹤0.01% | 614 |
|
|
2022
Q4 | $69.1K | Buy |
3,581
+126
| +4% | +$2.43K | 0.01% | 460 |
|
|
2022
Q3 | $65K | Buy |
3,455
+574
| +20% | +$10.8K | 0.01% | 418 |
|
|
2022
Q2 | $61K | Buy |
2,881
+1,138
| +65% | +$24.1K | 0.01% | 331 |
|
|
2022
Q1 | $43K | Sell |
1,743
-407
| -19% | -$10K | 0.01% | 405 |
|
|
2021
Q4 | $57K | Buy |
2,150
+64
| +3% | +$1.7K | 0.01% | 363 |
|
|
2021
Q3 | $48K | Buy |
2,086
+62
| +3% | +$1.43K | 0.01% | 306 |
|
|
2021
Q2 | $46K | Sell |
2,024
-618
| -23% | -$14K | 0.01% | 292 |
|
|
2021
Q1 | $54K | Buy |
2,642
+968
| +58% | +$19.8K | 0.02% | 245 |
|
|
2020
Q4 | $32K | Sell |
1,674
-3,400
| -67% | -$65K | 0.01% | 285 |
|
|
2020
Q3 | $90K | Buy |
5,074
+28
| +0.6% | +$497 | 0.04% | 136 |
|
|
2020
Q2 | $89K | Sell |
5,046
-388
| -7% | -$6.84K | 0.04% | 139 |
|
|
2020
Q1 | $89K | Buy |
5,434
+1,124
| +26% | +$18.4K | 0.06% | 113 |
|
|
2019
Q4 | $99K | Sell |
4,310
-712
| -14% | -$16.4K | 0.06% | 111 |
|
|
2019
Q3 | $118K | Sell |
5,022
-150
| -3% | -$3.52K | 0.08% | 98 |
|
|
2019
Q2 | $115K | Buy |
5,172
+432
| +9% | +$9.61K | 0.09% | 81 |
|
|
2019
Q1 | $105K | Buy |
4,740
+90
| +2% | +$1.99K | 0.08% | 81 |
|
|
2018
Q4 | $90K | Buy |
+4,650
| New | +$90K | 0.08% | 82 |
|
|
2018
Q1 | – | Sell |
-10,764
| Closed | -$224K | – | 65 |
|
|
2017
Q4 | $224K | Buy |
+10,764
| New | +$224K | 0.19% | 66 |
|