Mather Group’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
Hold
2025
Q2
Hold
2025
Q1
Hold
2024
Q4
Hold
2024
Q3
Sell
2024
Q2
$29.1K Buy
2024
Q1
$560 Buy
2018
Q4
Sell
2018
Q3
$232K Sell
2018
Q2
$1.21M Sell
2018
Q1
$2.02M Buy
2017
Q4
$1.97M Buy
2017
Q3
$1.78M Buy
2017
Q2
$1.67M Buy
2017
Q1
$1.38M Buy
2016
Q4
$1.27M Buy