Red Door 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 | $304K | Sell |
14,354
-21
| -0.1% | -$444 | 0.04% | 206 |
|
|
2025
Q1 | $309K | Buy |
+14,375
| New | +$309K | 0.05% | 181 |
|
|
2021
Q3 | – | Sell |
-1,500
| Closed | -$34K | – | 518 |
|
|
2021
Q2 | $34K | Buy |
+1,500
| New | +$34K | 0.01% | 290 |
|
|
2020
Q3 | – | Sell |
-1,504
| Closed | -$26K | – | 348 |
|
|
2020
Q2 | $26K | Sell |
1,504
-42
| -3% | -$726 | 0.02% | 229 |
|
|
2020
Q1 | $25K | Buy |
+1,546
| New | +$25K | 0.02% | 211 |
|