Root Financial Partners’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 | $512K | Buy |
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|
2025
Q2 | $453K | Sell |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $717K | Sell |
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|
2024
Q3 | $861K | Sell |
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|
2024
Q2 | $908K | Buy |
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|
2024
Q1 | $912K | Sell |
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|
2023
Q4 | $942K | Buy |
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|
2023
Q3 | $768K | Buy |
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|
2023
Q2 | $829K | Sell |
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|
2023
Q1 | $884K | Buy |
|