Sound Income Strategies’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 | $16K | Sell |
757
-3,651
| -83% | -$77.2K | ﹤0.01% | 811 |
|
|
2025
Q1 | $94.8K | Buy |
4,408
+1,623
| +58% | +$34.9K | 0.01% | 400 |
|
|
2024
Q4 | $58.7K | Buy |
2,785
+2,026
| +267% | +$42.7K | ﹤0.01% | 430 |
|
|
2024
Q3 | $17.6K | Buy |
759
+608
| +403% | +$14.1K | ﹤0.01% | 669 |
|
|
2024
Q2 | $3.02K | Hold |
151
| – | – | ﹤0.01% | 1041 |
|
|
2024
Q1 | $3.07K | Hold |
151
| – | – | ﹤0.01% | 984 |
|
|
2023
Q4 | $3.13K | Hold |
151
| – | – | ﹤0.01% | 973 |
|
|
2023
Q3 | $2.68K | Hold |
151
| – | – | ﹤0.01% | 853 |
|
|
2023
Q2 | $2.95K | Sell |
151
-296
| -66% | -$5.78K | ﹤0.01% | 835 |
|
|
2023
Q1 | $8.72K | Sell |
447
-9
| -2% | -$176 | ﹤0.01% | 590 |
|
|
2022
Q4 | $8.8K | Sell |
456
-46
| -9% | -$887 | ﹤0.01% | 549 |
|
|
2022
Q3 | $9K | Buy |
+502
| New | +$9K | ﹤0.01% | 489 |
|
|
2021
Q2 | – | Sell |
-258
| Closed | -$5.3K | – | 1007 |
|
|
2021
Q1 | $5.3K | Buy |
+258
| New | +$5.3K | ﹤0.01% | 608 |
|
|
2020
Q3 | – | Sell |
-14
| Closed | – | – | 923 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 865 |
|
|
2020
Q1 | $0 | Sell |
14
-8
| -36% | – | ﹤0.01% | 861 |
|
|
2019
Q4 | $1K | Buy |
22
+8
| +57% | +$364 | ﹤0.01% | 658 |
|
|
2019
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 751 |
|
|
2019
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 757 |
|
|
2019
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 775 |
|
|
2018
Q4 | $0 | Sell |
14
-184
| -93% | – | ﹤0.01% | 777 |
|
|
2018
Q3 | $4K | Buy |
198
+184
| +1,314% | +$3.72K | ﹤0.01% | 478 |
|
|
2018
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 756 |
|
|
2018
Q1 | $0 | Buy |
+14
| New | – | ﹤0.01% | 657 |
|