Lodestar Private Asset Management’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
Q2 | $511K | Buy |
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|
2025
Q1 | $502K | Sell |
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|
2024
Q4 | $499K | Buy |
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|
2024
Q3 | $534K | Buy |
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|
2024
Q2 | $453K | Buy |
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|
2024
Q1 | $447K | Buy |
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|
2023
Q4 | $454K | Sell |
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|
2023
Q3 | $407K | Buy |
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|
2023
Q2 | $439K | Sell |
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|
2023
Q1 | $477K | Sell |
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|
2022
Q4 | $507K | Buy |
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