Marotta 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 | – | Sell |
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|
2025
Q1 | $228K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $355K | Sell |
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|
2023
Q4 | $372K | Sell |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2022
Q4 | $480K | Sell |
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|
2022
Q3 | $476K | Sell |
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|
2022
Q2 | $604K | Sell |
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|
2022
Q1 | $769K | Sell |
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|
2021
Q4 | $831K | Sell |
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|
2021
Q3 | $809K | Sell |
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|
2021
Q2 | $849K | Sell |
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|
2021
Q1 | $1.22M | Sell |
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|
2020
Q4 | $1.94M | Sell |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | $2.05M | Buy |
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|
2020
Q1 | $1.07M | Sell |
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|
2019
Q4 | $1.65M | Buy |
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