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
2026
Q1
$50.1K Buy
2025
Q4
Hold
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