Modera Wealth Management’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 | $1.87M | Sell |
88,535
-12
| -0% | -$254 | 0.02% | 264 |
|
|
2025
Q1 | $1.9M | Sell |
88,547
-411
| -0.5% | -$8.84K | 0.03% | 250 |
|
|
2024
Q4 | $1.87M | Sell |
88,958
-761
| -0.8% | -$16K | 0.02% | 255 |
|
|
2024
Q3 | $2.08M | Buy |
89,719
+634
| +0.7% | +$14.7K | 0.03% | 231 |
|
|
2024
Q2 | $1.78M | Sell |
89,085
-605
| -0.7% | -$12.1K | 0.03% | 232 |
|
|
2024
Q1 | $1.82M | Buy |
89,690
+73,650
| +459% | +$1.5M | 0.03% | 237 |
|
|
2023
Q4 | $332K | Sell |
16,040
-7,895
| -33% | -$164K | 0.01% | 457 |
|
|
2023
Q3 | $425K | Sell |
23,935
-2,397
| -9% | -$42.5K | 0.01% | 385 |
|
|
2023
Q2 | $514K | Buy |
+26,332
| New | +$514K | 0.01% | 376 |
|