Strategic Investment Solutions’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 | $11.2K | Sell |
528
-134
| -20% | -$2.84K | ﹤0.01% | 349 |
|
|
2025
Q1 | $14.2K | Buy |
662
+1
| +0.2% | +$21 | ﹤0.01% | 327 |
|
|
2024
Q4 | $13.9K | Sell |
661
-4,051
| -86% | -$85.3K | ﹤0.01% | 349 |
|
|
2024
Q3 | $109K | Buy |
4,712
+4,206
| +831% | +$97.5K | 0.03% | 134 |
|
|
2024
Q2 | $18.6K | Buy |
+506
| New | +$18.6K | 0.01% | 271 |
|
|
2023
Q4 | $10.7K | Sell |
518
-32,939
| -98% | -$682K | ﹤0.01% | 744 |
|
|
2023
Q3 | $644K | Buy |
33,457
+32,948
| +6,473% | +$634K | 0.01% | 367 |
|
|
2023
Q2 | $9.54K | Sell |
509
-48
| -9% | -$900 | ﹤0.01% | 570 |
|
|
2023
Q1 | $10.9K | Buy |
+557
| New | +$10.9K | ﹤0.01% | 634 |
|