Rooted Wealth Advisors’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 | $3.66M | Buy |
172,208
+9,894
| +6% | +$211K | 1.27% | 19 |
|
|
2025
Q1 | $3.25M | Sell |
162,314
-6,164
| -4% | -$123K | 1.4% | 18 |
|
|
2024
Q4 | $3.48M | Buy |
168,478
+5,560
| +3% | +$115K | 1.36% | 17 |
|
|
2024
Q3 | $3.66M | Buy |
162,918
+131,087
| +412% | +$2.94M | 1.63% | 13 |
|
|
2024
Q2 | $674K | Sell |
31,831
-303
| -0.9% | -$6.42K | 0.3% | 48 |
|
|
2024
Q1 | $634K | Buy |
32,134
+1,631
| +5% | +$32.2K | 0.31% | 48 |
|
|
2023
Q4 | $600K | Buy |
30,503
+1,008
| +3% | +$19.8K | 0.31% | 49 |
|
|
2023
Q3 | $548K | Buy |
29,495
+4,131
| +16% | +$76.8K | 0.34% | 45 |
|
|
2023
Q2 | $501K | Buy |
25,364
+1,397
| +6% | +$27.6K | 0.34% | 45 |
|
|
2023
Q1 | $456K | Buy |
23,967
+2,711
| +13% | +$51.6K | 0.34% | 49 |
|
|
2022
Q4 | $410K | Buy |
+21,256
| New | +$410K | 0.34% | 47 |
|