Mason Investment Advisory Services’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 | $236K | Hold |
11,165
| – | – | 0.01% | 71 |
|
|
2025
Q1 | $240K | Hold |
11,165
| – | – | 0.01% | 72 |
|
|
2024
Q4 | $235K | Hold |
11,165
| – | – | 0.01% | 67 |
|
|
2024
Q3 | $259K | Buy |
11,165
+106
| +1% | +$2.46K | 0.02% | 63 |
|
|
2024
Q2 | $221K | Hold |
11,059
| – | – | 0.01% | 67 |
|
|
2024
Q1 | $224K | Hold |
11,059
| – | – | 0.02% | 61 |
|
|
2023
Q4 | $229K | Buy |
+11,059
| New | +$229K | 0.02% | 59 |
|
|
2020
Q1 | – | Sell |
-42,144
| Closed | -$968K | – | 92 |
|
|
2019
Q4 | $968K | Hold |
42,144
| – | – | 0.14% | 53 |
|
|
2019
Q3 | $994K | Hold |
42,144
| – | – | 0.16% | 52 |
|
|
2019
Q2 | $936K | Hold |
42,144
| – | – | 0.16% | 52 |
|
|
2019
Q1 | $936K | Buy |
+42,144
| New | +$936K | 0.26% | 49 |
|