Perissos Private Wealth 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
Q2 | $221K | Buy |
10,445
+22
| +0.2% | +$466 | 0.17% | 67 |
|
|
2025
Q1 | $224K | Sell |
10,423
-6,600
| -39% | -$142K | 0.2% | 67 |
|
|
2024
Q4 | $359K | Buy |
17,023
+553
| +3% | +$11.6K | 0.27% | 63 |
|
|
2024
Q3 | $382K | Sell |
16,470
-309
| -2% | -$7.16K | 0.31% | 60 |
|
|
2024
Q2 | $335K | Sell |
16,779
-10,538
| -39% | -$210K | 0.3% | 60 |
|
|
2024
Q1 | $555K | Buy |
+27,317
| New | +$555K | 0.5% | 47 |
|