Strategic Family Wealth Counselors’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 | $508K | Buy |
24,021
+215
| +0.9% | +$4.55K | 0.14% | 92 |
|
|
2025
Q1 | $512K | Buy |
23,806
+11,319
| +91% | +$243K | 0.17% | 82 |
|
|
2024
Q4 | $263K | Buy |
12,487
+2,173
| +21% | +$45.8K | 0.09% | 117 |
|
|
2024
Q3 | $239K | Hold |
10,314
| – | – | 0.08% | 116 |
|
|
2024
Q2 | $206K | Hold |
10,314
| – | – | 0.08% | 118 |
|
|
2024
Q1 | $209K | Sell |
10,314
-868
| -8% | -$17.6K | 0.08% | 110 |
|
|
2023
Q4 | $232K | Buy |
+11,182
| New | +$232K | 0.1% | 104 |
|
|
2023
Q1 | – | Sell |
-49,833
| Closed | -$961K | – | 109 |
|
|
2022
Q4 | $961K | Buy |
+49,833
| New | +$961K | 0.48% | 42 |
|
|
2020
Q4 | – | Sell |
-18,000
| Closed | -$318K | – | 82 |
|
|
2020
Q3 | $318K | Sell |
18,000
-9,114
| -34% | -$161K | 0.18% | 54 |
|
|
2020
Q2 | $477K | Sell |
27,114
-11,694
| -30% | -$206K | 0.3% | 46 |
|
|
2020
Q1 | $635K | Sell |
38,808
-28,634
| -42% | -$469K | 0.47% | 36 |
|
|
2019
Q4 | $1.55M | Buy |
67,442
+20
| +0% | +$460 | 1.25% | 21 |
|
|
2019
Q3 | $1.59M | Sell |
67,422
-608
| -0.9% | -$14.3K | 1.2% | 21 |
|
|
2019
Q2 | $1.51M | Sell |
68,030
-7,092
| -9% | -$158K | 1.17% | 21 |
|
|
2019
Q1 | $1.67M | Buy |
75,122
+13,368
| +22% | +$297K | 1.35% | 20 |
|
|
2018
Q4 | $1.19M | Buy |
+61,754
| New | +$1.19M | 1.35% | 21 |
|