MidWestOne Financial 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 | $221K | Hold |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $289K | Hold |
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|
2024
Q4 | $283K | Buy |
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|
2024
Q3 | $299K | Buy |
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|
2024
Q2 | $255K | Sell |
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|
2024
Q1 | $339K | Sell |
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|
2023
Q4 | $347K | Buy |
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|
2023
Q3 | $180K | Hold |
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|
2023
Q2 | $198K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $202K | Sell |
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|
2019
Q2 | $799K | Buy |
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