MeadowBrook Investment Advisors’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 | – | Sell |
-1,800
| Closed | -$38.7K | – | 287 |
|
|
2025
Q1 | $38.7K | Hold |
1,800
| – | – | 0.04% | 191 |
|
|
2024
Q4 | $37.9K | Hold |
1,800
| – | – | 0.03% | 197 |
|
|
2024
Q3 | $41.7K | Hold |
1,800
| – | – | 0.04% | 182 |
|
|
2024
Q2 | $35.9K | Hold |
1,800
| – | – | 0.03% | 182 |
|
|
2024
Q1 | $36.5K | Hold |
1,800
| – | – | 0.03% | 184 |
|
|
2023
Q4 | $37.3K | Buy |
+1,800
| New | +$37.3K | 0.04% | 182 |
|