RSWM
Robertson Stephens Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,562
| Closed | -$249K | – | 578 |
|
|
2025
Q1 | $249K | Sell |
11,562
-539
| -4% | -$11.6K | 0.01% | 477 |
|
|
2024
Q4 | $255K | Buy |
12,101
+8
| +0.1% | +$168 | 0.01% | 496 |
|
|
2024
Q3 | $280K | Buy |
12,093
+28
| +0.2% | +$649 | 0.01% | 533 |
|
|
2024
Q2 | $243K | Hold |
12,065
| – | – | 0.01% | 446 |
|
|
2024
Q1 | $245K | Hold |
12,065
| – | – | 0.01% | 453 |
|
|
2023
Q4 | $250K | Buy |
+12,065
| New | +$250K | 0.02% | 408 |
|
|
2022
Q4 | – | Sell |
-10,994
| Closed | -$205K | – | 429 |
|
|
2022
Q3 | $205K | Buy |
10,994
+504
| +5% | +$9.4K | 0.02% | 339 |
|
|
2022
Q2 | $221K | Hold |
10,490
| – | – | 0.02% | 341 |
|
|
2022
Q1 | $261K | Buy |
10,490
+5,358
| +104% | +$133K | 0.02% | 334 |
|
|
2021
Q4 | $270K | Buy |
5,132
+355
| +7% | +$18.7K | 0.02% | 333 |
|
|
2021
Q3 | $218K | Hold |
4,777
| – | – | 0.02% | 293 |
|
|
2021
Q2 | $218K | Sell |
4,777
-3,265
| -41% | -$149K | 0.03% | 309 |
|
|
2021
Q1 | $330K | Sell |
8,042
-7,087
| -47% | -$291K | 0.05% | 218 |
|
|
2020
Q4 | $576K | Sell |
15,129
-12,974
| -46% | -$494K | 0.12% | 126 |
|
|
2020
Q3 | $994K | Sell |
28,103
-72,897
| -72% | -$2.58M | 0.24% | 80 |
|
|
2020
Q2 | $3.56M | Buy |
+101,000
| New | +$3.56M | 1.03% | 23 |
|