SOA Wealth 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 | $12K | Hold |
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|
2025
Q2 | $11.8K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $893 | Hold |
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|
2023
Q4 | $911 | Sell |
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|
2023
Q3 | $3.12K | Hold |
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|
2023
Q2 | $3.44K | Sell |
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|
2023
Q1 | $3.82K | Hold |
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|
2022
Q4 | $3.78K | Hold |
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|
2022
Q3 | $3K | Sell |
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|
2022
Q2 | $4K | Hold |
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|
2022
Q1 | $5K | Buy |
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|
2021
Q4 | $4K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Hold |
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|
2021
Q1 | $3K | Buy |
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|
2020
Q4 | $2K | Buy |
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