SWM
Stockman Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
78,795
+2,470
| +3% | +$52.3K | 0.23% | 61 |
|
|
2025
Q1 | $1.64M | Buy |
76,325
+34,315
| +82% | +$738K | 0.24% | 61 |
|
|
2024
Q4 | $885K | Buy |
42,010
+8,325
| +25% | +$175K | 0.14% | 75 |
|
|
2024
Q3 | $780K | Buy |
+33,685
| New | +$780K | 0.12% | 80 |
|
|
2018
Q2 | – | Sell |
-7,100
| Closed | -$272K | – | 155 |
|
|
2018
Q1 | $272K | Buy |
+7,100
| New | +$272K | 0.12% | 119 |
|