Ruedi 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 | – | Sell |
-59
| Closed | -$1.27K | – | 270 |
|
|
2025
Q1 | $1.27K | Hold |
59
| – | – | ﹤0.01% | 282 |
|
|
2024
Q4 | $1.24K | Hold |
59
| – | – | ﹤0.01% | 287 |
|
|
2024
Q3 | $1.37K | Hold |
59
| – | – | ﹤0.01% | 288 |
|
|
2024
Q2 | $1.18K | Hold |
59
| – | – | ﹤0.01% | 357 |
|
|
2024
Q1 | $1.21K | Sell |
59
-2
| -3% | -$41 | ﹤0.01% | 238 |
|
|
2023
Q4 | $1.26K | Sell |
61
-26
| -30% | -$535 | ﹤0.01% | 217 |
|
|
2023
Q3 | $1.55K | Sell |
87
-3
| -3% | -$54 | ﹤0.01% | 189 |
|
|
2023
Q2 | $1.77K | Buy |
90
+86
| +2,150% | +$1.69K | ﹤0.01% | 193 |
|
|
2023
Q1 | $72 | Buy |
4
+3
| +300% | +$54 | ﹤0.01% | 254 |
|
|
2022
Q4 | $128 | Buy |
+1
| New | +$128 | ﹤0.01% | 235 |
|