Maryland Capital Advisors’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
Q3
$389 Buy
2025
Q2
$276 Hold
2025
Q1
$280 Hold
2024
Q4
$274 Hold
2024
Q3
$302 Buy
2024
Q2
$240 Hold
2024
Q1
$244 Hold
2023
Q4
$249 Hold
2023
Q3
$213 Hold
2023
Q2
$235 Hold
2023
Q1
$234 Hold
2022
Q4
$231 Hold
2022
Q3
$0 Hold
2022
Q2
$0 Hold
2022
Q1
$0 Sell
2021
Q4
$0 Buy