MV Capital 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
Q1 | – | Sell |
-808
| Closed | -$17K | – | 1090 |
|
|
2024
Q4 | $17K | Hold |
808
| – | – | ﹤0.01% | 449 |
|
|
2024
Q3 | $18.7K | Hold |
808
| – | – | ﹤0.01% | 435 |
|
|
2024
Q2 | $16.1K | Hold |
808
| – | – | ﹤0.01% | 460 |
|
|
2024
Q1 | $16.4K | Hold |
808
| – | – | ﹤0.01% | 455 |
|
|
2023
Q4 | $16.7K | Hold |
808
| – | – | ﹤0.01% | 454 |
|
|
2023
Q3 | $14.3K | Hold |
808
| – | – | ﹤0.01% | 443 |
|
|
2023
Q2 | $15.8K | Hold |
808
| – | – | ﹤0.01% | 446 |
|
|
2023
Q1 | $15.8K | Hold |
808
| – | – | ﹤0.01% | 441 |
|
|
2022
Q4 | $15.6K | Hold |
808
| – | – | ﹤0.01% | 390 |
|
|
2022
Q3 | $15K | Hold |
808
| – | – | ﹤0.01% | 385 |
|
|
2022
Q2 | $17K | Buy |
+808
| New | +$17K | ﹤0.01% | 342 |
|