Sequoia Financial Advisors’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 | $224K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $316K | Buy |
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|
2023
Q3 | $235K | Sell |
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|
2023
Q2 | $306K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $216K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Sell |
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|
2020
Q3 | $241K | Buy |
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|
2020
Q2 | $240K | Buy |
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|
2020
Q1 | $223K | Buy |
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|
2019
Q4 | $282K | Sell |
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|
2019
Q3 | $355K | Buy |
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|
2019
Q2 | $271K | Hold |
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|
2019
Q1 | $271K | Buy |
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|
2018
Q4 | $208K | Sell |
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|
2018
Q3 | $231K | Buy |
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|
2018
Q2 | $225K | Buy |
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