Spire 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 | $1.46K | Sell |
69
-503
| -88% | -$10.6K | ﹤0.01% | 2230 |
|
|
2025
Q1 | $12.3K | Sell |
572
-135
| -19% | -$2.9K | ﹤0.01% | 1773 |
|
|
2024
Q4 | $14.9K | Buy |
707
+379
| +116% | +$7.99K | ﹤0.01% | 1721 |
|
|
2024
Q3 | $7.59K | Sell |
328
-205
| -38% | -$4.75K | ﹤0.01% | 1718 |
|
|
2024
Q2 | $10.6K | Sell |
533
-3,614
| -87% | -$72.2K | ﹤0.01% | 1617 |
|
|
2024
Q1 | $84.2K | Buy |
4,147
+1,110
| +37% | +$22.5K | ﹤0.01% | 1047 |
|
|
2023
Q4 | $61K | Sell |
3,037
-6
| -0.2% | -$121 | ﹤0.01% | 1140 |
|
|
2023
Q3 | $54K | Buy |
3,043
+11
| +0.4% | +$195 | ﹤0.01% | 1157 |
|
|
2023
Q2 | $59.2K | Sell |
3,032
-4,604
| -60% | -$89.9K | ﹤0.01% | 1135 |
|
|
2023
Q1 | $149K | Sell |
7,636
-4,764
| -38% | -$92.9K | 0.01% | 818 |
|
|
2022
Q4 | $239K | Buy |
12,400
+11,601
| +1,452% | +$224K | 0.01% | 510 |
|
|
2022
Q3 | $15K | Sell |
799
-965
| -55% | -$18.1K | ﹤0.01% | 1446 |
|
|
2022
Q2 | $37K | Sell |
1,764
-17,121
| -91% | -$359K | ﹤0.01% | 1429 |
|
|
2022
Q1 | $470K | Buy |
18,885
+5,145
| +37% | +$128K | 0.01% | 594 |
|
|
2021
Q4 | $362K | Sell |
13,740
-952
| -6% | -$25.1K | 0.01% | 820 |
|
|
2021
Q3 | $336K | Sell |
14,692
-1,126
| -7% | -$25.8K | 0.01% | 716 |
|
|
2021
Q2 | $362K | Sell |
15,818
-32
| -0.2% | -$732 | 0.01% | 713 |
|
|
2021
Q1 | $326K | Buy |
+15,850
| New | +$326K | 0.01% | 822 |
|