Peloton Wealth Strategists’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.05M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.85M | Buy |
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|
2024
Q2 | $1.52M | Sell |
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|
2024
Q1 | $1.56M | Sell |
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|
2023
Q4 | $1.66M | Sell |
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|
2023
Q3 | $1.46M | Sell |
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|
2023
Q2 | $1.62M | Buy |
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|
2023
Q1 | $1.47M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $1.63M | Sell |
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|
2021
Q2 | $1.64M | Buy |
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|
2021
Q1 | $1.45M | Buy |
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|
2020
Q4 | $1.21M | Buy |
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