Larson Financial Group’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 | $197K | Sell |
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|
2025
Q2 | $219K | Buy |
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|
2025
Q1 | $167K | Sell |
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|
2024
Q4 | $175K | Buy |
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|
2024
Q3 | $47K | Buy |
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|
2024
Q2 | $35.5K | Buy |
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|
2024
Q1 | $7.43K | Sell |
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|
2023
Q4 | $30.7K | Buy |
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|
2023
Q3 | $14.3K | Sell |
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|
2023
Q2 | $26.3K | Sell |
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|
2023
Q1 | $36.2K | Sell |
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|
2022
Q4 | $69.1K | Buy |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $61K | Buy |
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|
2022
Q1 | $43K | Sell |
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|
2021
Q4 | $57K | Buy |
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|
2021
Q3 | $48K | Buy |
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|
2021
Q2 | $46K | Sell |
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|
2021
Q1 | $54K | Buy |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $89K | Sell |
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|
2020
Q1 | $89K | Buy |
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|
2019
Q4 | $99K | Sell |
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|
2019
Q3 | $118K | Sell |
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|
2019
Q2 | $115K | Buy |
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|
2019
Q1 | $105K | Buy |
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|
2018
Q4 | $90K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $224K | Buy |
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