Marshall Financial Group (Pennsylvania)’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 | $386K | Sell |
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|
2024
Q4 | $3.14M | Sell |
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|
2024
Q3 | $3.95M | Buy |
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|
2024
Q2 | $3.26M | Buy |
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|
2024
Q1 | $3.28M | Buy |
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|
2023
Q4 | $2.98M | Buy |
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|
2023
Q3 | $2.3M | Buy |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.43M | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $2.29M | Buy |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.89M | Sell |
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|
2021
Q4 | $3.21M | Sell |
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|
2021
Q3 | $3.07M | Buy |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $2.78M | Buy |
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|
2020
Q4 | $2.21M | Sell |
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|
2020
Q3 | $2.22M | Sell |
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|
2020
Q2 | $2.27M | Sell |
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|
2020
Q1 | $2.33M | Buy |
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|
2019
Q4 | $3.26M | Buy |
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|
2019
Q3 | $3.11M | Buy |
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|
2019
Q2 | $2.89M | Buy |
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|
2019
Q1 | $2.58M | Buy |
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|
2018
Q4 | $1.94M | Buy |
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