Morris Financial Concepts’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 | $32.5K | Hold |
1,536
| – | – | 0.01% | 162 |
|
|
2025
Q1 | $33K | Hold |
1,536
| – | – | 0.01% | 157 |
|
|
2024
Q4 | $32.3K | Hold |
1,536
| – | – | 0.01% | 149 |
|
|
2024
Q3 | $35.6K | Hold |
1,536
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $30.7K | Hold |
1,536
| – | – | 0.01% | 129 |
|
|
2024
Q1 | $31.2K | Hold |
1,536
| – | – | 0.02% | 126 |
|
|
2023
Q4 | $31.8K | Sell |
1,536
-3
| -0.2% | -$62 | 0.02% | 120 |
|
|
2023
Q3 | $27.3K | Sell |
1,539
-30
| -2% | -$533 | 0.02% | 115 |
|
|
2023
Q2 | $30.6K | Hold |
1,569
| – | – | 0.02% | 119 |
|
|
2023
Q1 | $30.6K | Buy |
1,569
+1,536
| +4,655% | +$30K | 0.02% | 115 |
|
|
2022
Q4 | $637 | Hold |
33
| – | – | ﹤0.01% | 142 |
|
|
2022
Q3 | $1K | Hold |
33
| – | – | ﹤0.01% | 114 |
|
|
2022
Q2 | $1K | Sell |
33
-15
| -31% | -$455 | ﹤0.01% | 122 |
|
|
2022
Q1 | $1K | Hold |
48
| – | – | ﹤0.01% | 118 |
|
|
2021
Q4 | $1K | Buy |
+48
| New | +$1K | ﹤0.01% | 108 |
|