Legacy Capital Wealth Partners’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 | $309K | Sell |
14,584
-353
| -2% | -$7.47K | 0.07% | 296 |
|
|
2025
Q1 | $321K | Buy |
14,937
+524
| +4% | +$11.3K | 0.08% | 267 |
|
|
2024
Q4 | $304K | Buy |
14,413
+162
| +1% | +$3.41K | 0.08% | 270 |
|
|
2024
Q3 | $330K | Buy |
14,251
+220
| +2% | +$5.1K | 0.07% | 260 |
|
|
2024
Q2 | $280K | Buy |
+14,031
| New | +$280K | 0.07% | 249 |
|
|
2024
Q1 | – | Sell |
-13,955
| Closed | -$289K | – | 295 |
|
|
2023
Q4 | $289K | Buy |
13,955
+159
| +1% | +$3.29K | 0.08% | 222 |
|
|
2023
Q3 | $245K | Buy |
+13,796
| New | +$245K | 0.07% | 237 |
|
|
2023
Q2 | – | Sell |
-13,555
| Closed | -$264K | – | 196 |
|
|
2023
Q1 | $264K | Buy |
+13,555
| New | +$264K | 0.07% | 208 |
|