Peterson Wealth Advisors’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 | $1.6M | Buy |
75,618
+2,043
| +3% | +$43.2K | 0.26% | 33 |
|
|
2025
Q1 | $1.43M | Sell |
73,575
-7,559
| -9% | -$147K | 0.28% | 32 |
|
|
2024
Q4 | $1.71M | Sell |
81,134
-3,631
| -4% | -$76.7K | 0.31% | 30 |
|
|
2024
Q3 | $1.96M | Sell |
84,765
-5,228
| -6% | -$121K | 0.37% | 25 |
|
|
2024
Q2 | $1.8M | Sell |
89,993
-4,518
| -5% | -$90.2K | 0.38% | 23 |
|
|
2024
Q1 | $1.92M | Sell |
94,511
-1,232
| -1% | -$25K | 0.41% | 22 |
|
|
2023
Q4 | $1.98M | Sell |
95,743
-9,292
| -9% | -$192K | 0.47% | 23 |
|
|
2023
Q3 | $1.86M | Buy |
105,035
+7,305
| +7% | +$130K | 0.5% | 21 |
|
|
2023
Q2 | $1.93M | Sell |
97,730
-2,084
| -2% | -$41.1K | 0.51% | 22 |
|
|
2023
Q1 | $1.95M | Buy |
99,814
+9,156
| +10% | +$179K | 0.54% | 22 |
|
|
2022
Q4 | $1.75M | Buy |
90,658
+35,186
| +63% | +$679K | 0.53% | 21 |
|
|
2022
Q3 | $1.04M | Buy |
55,472
+25,090
| +83% | +$469K | 0.35% | 25 |
|
|
2022
Q2 | $641K | Buy |
30,382
+2,981
| +11% | +$62.9K | 0.21% | 32 |
|
|
2022
Q1 | $682K | Sell |
27,401
-327
| -1% | -$8.14K | 0.2% | 34 |
|
|
2021
Q4 | $731K | Sell |
27,728
-674
| -2% | -$17.8K | 0.21% | 32 |
|
|
2021
Q3 | $649K | Buy |
28,402
+1,974
| +7% | +$45.1K | 0.21% | 31 |
|
|
2021
Q2 | $605K | Sell |
26,428
-586
| -2% | -$13.4K | 0.21% | 34 |
|
|
2021
Q1 | $555K | Sell |
27,014
-124
| -0.5% | -$2.55K | 0.23% | 33 |
|
|
2020
Q4 | $515K | Buy |
27,138
+594
| +2% | +$11.3K | 0.23% | 35 |
|
|
2020
Q3 | $469K | Buy |
26,544
+852
| +3% | +$15.1K | 0.24% | 31 |
|
|
2020
Q2 | $452K | Buy |
25,692
+9,956
| +63% | +$175K | 0.24% | 30 |
|
|
2020
Q1 | $258K | Buy |
+15,736
| New | +$258K | 0.17% | 45 |
|