Strategic Financial Planning’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
Q2 | $9.62M | Buy |
|
|||||
|
2025
Q1 | $9.5M | Buy |
|
|||||
|
2024
Q4 | $9.16M | Buy |
|
|||||
|
2024
Q3 | $9.99M | Buy |
|
|||||
|
2024
Q2 | $8.07M | Buy |
|
|||||
|
2024
Q1 | $7.95M | Buy |
|
|||||
|
2023
Q4 | $7.76M | Buy |
|
|||||
|
2023
Q3 | $6.27M | Buy |
|
|||||
|
2023
Q2 | $6.61M | Buy |
|
|||||
|
2023
Q1 | $6.19M | Buy |
|
|||||
|
2022
Q4 | $5.9M | Sell |
|
|||||
|
2022
Q3 | $6.16M | Buy |
|
|||||
|
2022
Q2 | $6.59M | Sell |
|
|||||
|
2022
Q1 | $7.83M | Sell |
|
|||||
|
2021
Q4 | $9.39M | Sell |
|
|||||
|
2021
Q3 | $8.49M | Sell |
|
|||||
|
2021
Q2 | $8.6M | Sell |
|
|||||
|
2021
Q1 | $8.04M | Buy |
|
|||||
|
2020
Q4 | $6.18M | Buy |
|
|||||
|
2020
Q3 | $5.25M | Buy |
|
|||||
|
2020
Q2 | $4.61M | Sell |
|
|||||
|
2020
Q1 | $4.73M | Sell |
|
|||||
|
2019
Q4 | $7.3M | Buy |
|