LifePlan Investment 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 | $2.81M | Buy |
132,596
+342
| +0.3% | +$7.24K | 1.39% | 33 |
|
|
2025
Q1 | $2.84M | Buy |
132,254
+3,626
| +3% | +$78K | 1.64% | 26 |
|
|
2024
Q4 | $2.71M | Sell |
128,628
-2,658
| -2% | -$56K | 1.68% | 23 |
|
|
2024
Q3 | $3.04M | Sell |
131,286
-2,667
| -2% | -$61.8K | 1.94% | 23 |
|
|
2024
Q2 | $2.68M | Buy |
133,953
+5,692
| +4% | +$114K | 1.93% | 22 |
|
|
2024
Q1 | $2.6M | Sell |
128,261
-12
| -0% | -$244 | 2.07% | 21 |
|
|
2023
Q4 | $2.66M | Buy |
128,273
+3,406
| +3% | +$70.5K | 2.43% | 15 |
|
|
2023
Q3 | $2.22M | Buy |
124,867
+6,977
| +6% | +$124K | 2.36% | 18 |
|
|
2023
Q2 | $2.3M | Buy |
+117,890
| New | +$2.3M | 2.57% | 17 |
|