Luts & Greenleigh Group’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 | $449K | Hold |
21,200
| – | – | 0.43% | 47 |
|
|
2025
Q1 | $456K | Hold |
21,200
| – | – | 0.45% | 44 |
|
|
2024
Q4 | $446K | Hold |
21,200
| – | – | 0.44% | 44 |
|
|
2024
Q3 | $491K | Hold |
21,200
| – | – | 0.47% | 44 |
|
|
2024
Q2 | $423K | Buy |
+21,200
| New | +$423K | 0.44% | 44 |
|
|
2023
Q4 | $439K | Hold |
21,200
| – | – | 0.55% | 36 |
|
|
2023
Q3 | $376K | Hold |
21,200
| – | – | 0.47% | 41 |
|
|
2023
Q2 | $414K | Hold |
21,200
| – | – | 0.51% | 38 |
|
|
2023
Q1 | $413K | Hold |
21,200
| – | – | 0.52% | 36 |
|
|
2022
Q4 | $409K | Buy |
+21,200
| New | +$409K | 0.52% | 36 |
|