Lee Financial’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 | $467K | Sell |
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|
2025
Q2 | $486K | Sell |
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|
2025
Q1 | $518K | Sell |
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|
2024
Q4 | $513K | Sell |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $597K | Buy |
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|
2023
Q4 | $582K | Sell |
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|
2023
Q3 | $673K | Buy |
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|
2023
Q2 | $716K | Sell |
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|
2023
Q1 | $715K | Sell |
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|
2022
Q4 | $743K | Buy |
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|
2022
Q3 | $108K | Buy |
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|
2022
Q2 | $69K | Buy |
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|
2022
Q1 | $76K | Sell |
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|
2021
Q4 | $89K | Buy |
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|
2021
Q3 | $46K | Buy |
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|
2021
Q2 | $46K | Buy |
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|
2021
Q1 | $37K | Buy |
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|
2020
Q4 | $32K | Sell |
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|
2020
Q3 | $34K | Sell |
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|
2020
Q2 | $237K | Buy |
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|
2020
Q1 | $112K | Sell |
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|
2019
Q4 | $162K | Sell |
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|
2019
Q3 | $172K | Sell |
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|
2019
Q2 | $164K | Hold |
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|
2019
Q1 | $164K | Sell |
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|
2018
Q4 | $145K | Sell |
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|
2018
Q3 | $203K | Sell |
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|
2018
Q2 | $220K | Sell |
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|
2018
Q1 | $327K | Sell |
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|
2017
Q4 | $685K | Sell |
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|
2017
Q3 | $697K | Sell |
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|
2017
Q2 | $723K | Buy |
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|
2017
Q1 | $692K | Buy |
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|
2016
Q4 | $160K | Buy |
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