Prestige Wealth Management Group’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 | $5.31K | Buy |
251
+2
| +0.8% | +$42 | ﹤0.01% | 551 |
|
|
2025
Q1 | $5.36K | Buy |
249
+1
| +0.4% | +$22 | ﹤0.01% | 550 |
|
|
2024
Q4 | $5.22K | Buy |
248
+3
| +1% | +$63 | ﹤0.01% | 588 |
|
|
2024
Q3 | $5.68K | Buy |
245
+4
| +2% | +$93 | ﹤0.01% | 583 |
|
|
2024
Q2 | $4.87K | Hold |
241
| – | – | ﹤0.01% | 551 |
|
|
2024
Q1 | $4.9K | Buy |
241
+1
| +0.4% | +$20 | ﹤0.01% | 575 |
|
|
2023
Q4 | $4.97K | Buy |
240
+3
| +1% | +$62 | ﹤0.01% | 582 |
|
|
2023
Q3 | $4.21K | Buy |
237
+2
| +0.9% | +$36 | ﹤0.01% | 601 |
|
|
2023
Q2 | $4.6K | Buy |
235
+2
| +0.9% | +$39 | ﹤0.01% | 608 |
|
|
2023
Q1 | $4.55K | Buy |
233
+1
| +0.4% | +$20 | ﹤0.01% | 594 |
|
|
2022
Q4 | $4.47K | Buy |
232
+2
| +0.9% | +$39 | ﹤0.01% | 640 |
|
|
2022
Q3 | $4K | Buy |
230
+2
| +0.9% | +$35 | ﹤0.01% | 615 |
|
|
2022
Q2 | $5K | Buy |
228
+1
| +0.4% | +$22 | ﹤0.01% | 607 |
|
|
2022
Q1 | $6K | Sell |
227
-27
| -11% | -$714 | ﹤0.01% | 574 |
|
|
2021
Q4 | $7K | Buy |
254
+22
| +9% | +$606 | ﹤0.01% | 564 |
|
|
2021
Q3 | $5K | Hold |
232
| – | – | ﹤0.01% | 652 |
|
|
2021
Q2 | $5K | Buy |
232
+2
| +0.9% | +$43 | ﹤0.01% | 641 |
|
|
2021
Q1 | $5K | Buy |
+230
| New | +$5K | ﹤0.01% | 631 |
|