Montag & Associates’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
Q2 | $1.4K | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $9.25K | Sell |
|
|||||
|
2024
Q3 | $48.7K | Hold |
|
|||||
|
2024
Q2 | $42.4K | Hold |
|
|||||
|
2024
Q1 | $42.7K | Hold |
|
|||||
|
2023
Q4 | $43.5K | Sell |
|
|||||
|
2023
Q3 | $113K | Hold |
|
|||||
|
2023
Q2 | $124K | Hold |
|
|||||
|
2023
Q1 | $124K | Sell |
|
|||||
|
2022
Q4 | $143K | Sell |
|
|||||
|
2022
Q3 | $422K | Sell |
|
|||||
|
2022
Q2 | $564K | Buy |
|
|||||
|
2022
Q1 | $621K | Buy |
|
|||||
|
2021
Q4 | $89K | Hold |
|
|||||
|
2021
Q3 | $78K | Buy |
|