SOA Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8K | Buy |
+557
| New | +$11.8K | ﹤0.01% | 577 |
|
|
2024
Q2 | – | Sell |
-44
| Closed | -$893 | – | 910 |
|
|
2024
Q1 | $893 | Hold |
44
| – | – | ﹤0.01% | 772 |
|
|
2023
Q4 | $911 | Sell |
44
-132
| -75% | -$2.73K | ﹤0.01% | 763 |
|
|
2023
Q3 | $3.12K | Hold |
176
| – | – | ﹤0.01% | 669 |
|
|
2023
Q2 | $3.44K | Sell |
176
-20
| -10% | -$391 | ﹤0.01% | 663 |
|
|
2023
Q1 | $3.82K | Hold |
196
| – | – | ﹤0.01% | 657 |
|
|
2022
Q4 | $3.78K | Hold |
196
| – | – | ﹤0.01% | 657 |
|
|
2022
Q3 | $3K | Sell |
196
-8
| -4% | -$122 | ﹤0.01% | 678 |
|
|
2022
Q2 | $4K | Hold |
204
| – | – | ﹤0.01% | 621 |
|
|
2022
Q1 | $5K | Buy |
204
+44
| +28% | +$1.08K | ﹤0.01% | 694 |
|
|
2021
Q4 | $4K | Hold |
160
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 763 |
|
|
2021
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 738 |
|
|
2021
Q1 | $3K | Buy |
160
+20
| +14% | +$375 | ﹤0.01% | 689 |
|
|
2020
Q4 | $2K | Buy |
+140
| New | +$2K | ﹤0.01% | 701 |
|