Strategic Family Wealth Counselors’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 | $519K | Buy |
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|
2025
Q2 | $508K | Buy |
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|
2025
Q1 | $512K | Buy |
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|
2024
Q4 | $263K | Buy |
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|
2024
Q3 | $239K | Hold |
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|
2024
Q2 | $206K | Hold |
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|
2024
Q1 | $209K | Sell |
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|
2023
Q4 | $232K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $961K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $318K | Sell |
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|
2020
Q2 | $477K | Sell |
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|
2020
Q1 | $635K | Sell |
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|
2019
Q4 | $1.55M | Buy |
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|
2019
Q3 | $1.59M | Sell |
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|
2019
Q2 | $1.51M | Sell |
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|
2019
Q1 | $1.67M | Buy |
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|
2018
Q4 | $1.19M | Buy |
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