Peloton Wealth Strategists’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 |
-79,271
| Closed | -$1.67M | – | 99 |
|
|
2024
Q4 | $1.67M | Sell |
79,271
-684
| -0.9% | -$14.4K | 0.67% | 53 |
|
|
2024
Q3 | $1.85M | Buy |
79,955
+3,890
| +5% | +$90.2K | 0.74% | 49 |
|
|
2024
Q2 | $1.52M | Sell |
76,065
-737
| -1% | -$14.7K | 0.62% | 53 |
|
|
2024
Q1 | $1.56M | Sell |
76,802
-3,280
| -4% | -$66.6K | 0.63% | 55 |
|
|
2023
Q4 | $1.66M | Sell |
80,082
-1,931
| -2% | -$40K | 0.72% | 51 |
|
|
2023
Q3 | $1.46M | Sell |
82,013
-841
| -1% | -$14.9K | 0.67% | 56 |
|
|
2023
Q2 | $1.62M | Buy |
82,854
+7,309
| +10% | +$143K | 0.72% | 53 |
|
|
2023
Q1 | $1.47M | Buy |
+75,545
| New | +$1.47M | 0.67% | 53 |
|
|
2022
Q1 | – | Sell |
-8,556
| Closed | -$225K | – | 91 |
|
|
2021
Q4 | $225K | Sell |
8,556
-62,788
| -88% | -$1.65M | 0.09% | 87 |
|
|
2021
Q3 | $1.63M | Sell |
71,344
-472
| -0.7% | -$10.8K | 0.67% | 55 |
|
|
2021
Q2 | $1.64M | Buy |
71,816
+1,190
| +2% | +$27.2K | 0.68% | 53 |
|
|
2021
Q1 | $1.45M | Buy |
70,626
+6,764
| +11% | +$139K | 0.68% | 52 |
|
|
2020
Q4 | $1.21M | Buy |
+63,862
| New | +$1.21M | 0.6% | 50 |
|