Peterson Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
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|
2025
Q2 | $1.6M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.71M | Sell |
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|
2024
Q3 | $1.96M | Sell |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $1.98M | Sell |
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|
2023
Q3 | $1.86M | Buy |
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|
2023
Q2 | $1.93M | Sell |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.75M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $682K | Sell |
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|
2021
Q4 | $731K | Sell |
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|
2021
Q3 | $649K | Buy |
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|
2021
Q2 | $605K | Sell |
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|
2021
Q1 | $555K | Sell |
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|
2020
Q4 | $515K | Buy |
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|
2020
Q3 | $469K | Buy |
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|
2020
Q2 | $452K | Buy |
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|
2020
Q1 | $258K | Buy |
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