Root Financial Partners’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 | $453K | Sell |
21,407
-14,820
| -41% | -$314K | 0.04% | 135 |
|
|
2025
Q1 | $779K | Buy |
36,227
+2,163
| +6% | +$46.5K | 0.08% | 82 |
|
|
2024
Q4 | $717K | Sell |
34,064
-3,103
| -8% | -$65.3K | 0.09% | 84 |
|
|
2024
Q3 | $861K | Sell |
37,167
-8,299
| -18% | -$192K | 0.14% | 55 |
|
|
2024
Q2 | $908K | Buy |
45,466
+525
| +1% | +$10.5K | 0.21% | 39 |
|
|
2024
Q1 | $912K | Sell |
44,941
-560
| -1% | -$11.4K | 0.27% | 36 |
|
|
2023
Q4 | $942K | Buy |
45,501
+2,216
| +5% | +$45.9K | 0.35% | 29 |
|
|
2023
Q3 | $768K | Buy |
43,285
+840
| +2% | +$14.9K | 0.41% | 31 |
|
|
2023
Q2 | $829K | Sell |
42,445
-2,877
| -6% | -$56.2K | 0.49% | 28 |
|
|
2023
Q1 | $884K | Buy |
+45,322
| New | +$884K | 0.63% | 27 |
|