Strategic Financial Planning’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 | $9.62M | Buy |
454,559
+12,743
| +3% | +$270K | 5.99% | 6 |
|
|
2025
Q1 | $9.5M | Buy |
441,816
+7,295
| +2% | +$157K | 6.55% | 5 |
|
|
2024
Q4 | $9.16M | Buy |
434,521
+3,488
| +0.8% | +$73.5K | 6.24% | 5 |
|
|
2024
Q3 | $9.99M | Buy |
431,033
+26,800
| +7% | +$621K | 6.6% | 5 |
|
|
2024
Q2 | $8.07M | Buy |
404,233
+12,492
| +3% | +$249K | 5.82% | 6 |
|
|
2024
Q1 | $7.95M | Buy |
391,741
+16,916
| +5% | +$343K | 5.95% | 5 |
|
|
2023
Q4 | $7.76M | Buy |
374,825
+21,581
| +6% | +$447K | 6.07% | 5 |
|
|
2023
Q3 | $6.27M | Buy |
353,244
+14,795
| +4% | +$263K | 5.77% | 6 |
|
|
2023
Q2 | $6.61M | Buy |
338,449
+21,178
| +7% | +$414K | 5.85% | 6 |
|
|
2023
Q1 | $6.19M | Buy |
317,271
+11,155
| +4% | +$218K | 5.65% | 6 |
|
|
2022
Q4 | $5.9M | Sell |
306,116
-23,219
| -7% | -$448K | 5.72% | 5 |
|
|
2022
Q3 | $6.16M | Buy |
329,335
+16,988
| +5% | +$317K | 6.41% | 4 |
|
|
2022
Q2 | $6.59M | Sell |
312,347
-2,285
| -0.7% | -$48.2K | 6.34% | 5 |
|
|
2022
Q1 | $7.83M | Sell |
314,632
-41,874
| -12% | -$1.04M | 6.51% | 4 |
|
|
2021
Q4 | $9.39M | Sell |
356,506
-15,112
| -4% | -$398K | 6.75% | 5 |
|
|
2021
Q3 | $8.49M | Sell |
371,618
-3,776
| -1% | -$86.2K | 6.21% | 5 |
|
|
2021
Q2 | $8.6M | Sell |
375,394
-15,840
| -4% | -$363K | 6.2% | 5 |
|
|
2021
Q1 | $8.04M | Buy |
391,234
+65,510
| +20% | +$1.35M | 5.99% | 5 |
|
|
2020
Q4 | $6.18M | Buy |
325,724
+28,830
| +10% | +$547K | 5.42% | 6 |
|
|
2020
Q3 | $5.25M | Buy |
296,894
+35,352
| +14% | +$625K | 5.46% | 6 |
|
|
2020
Q2 | $4.61M | Sell |
261,542
-27,452
| -9% | -$483K | 5.13% | 7 |
|
|
2020
Q1 | $4.73M | Sell |
288,994
-28,850
| -9% | -$472K | 6.27% | 6 |
|
|
2019
Q4 | $7.3M | Buy |
+317,844
| New | +$7.3M | 7.1% | 5 |
|