SFS
Summit Financial Strategies’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Buy |
23,412
+3,084
| +15% | +$65.3K | 0.05% | 87 |
|
|
2025
Q1 | $437K | Sell |
20,328
-3,053
| -13% | -$65.7K | 0.04% | 93 |
|
|
2024
Q4 | $492K | Buy |
23,381
+2,361
| +11% | +$49.7K | 0.05% | 83 |
|
|
2024
Q3 | $487K | Sell |
21,020
-1,484
| -7% | -$34.4K | 0.05% | 84 |
|
|
2024
Q2 | $449K | Sell |
22,504
-2,241
| -9% | -$44.8K | 0.06% | 83 |
|
|
2024
Q1 | $502K | Sell |
24,745
-357
| -1% | -$7.25K | 0.07% | 80 |
|
|
2023
Q4 | $520K | Buy |
25,102
+27
| +0.1% | +$559 | 0.08% | 69 |
|
|
2023
Q3 | $445K | Buy |
25,075
+4,245
| +20% | +$75.3K | 0.08% | 70 |
|
|
2023
Q2 | $407K | Buy |
20,830
+3,031
| +17% | +$59.2K | 0.08% | 77 |
|
|
2023
Q1 | $347K | Buy |
17,799
+5,168
| +41% | +$101K | 0.07% | 85 |
|
|
2022
Q4 | $244K | Buy |
12,631
+1,035
| +9% | +$20K | 0.05% | 101 |
|
|
2022
Q3 | $217K | Sell |
11,596
-238
| -2% | -$4.45K | 0.05% | 108 |
|
|
2022
Q2 | $250K | Sell |
11,834
-619
| -5% | -$13.1K | 0.06% | 96 |
|
|
2022
Q1 | $310K | Buy |
12,453
+6,417
| +106% | +$160K | 0.06% | 87 |
|
|
2021
Q4 | $318K | Sell |
6,036
-63
| -1% | -$3.32K | 0.06% | 87 |
|
|
2021
Q3 | $279K | Buy |
6,099
+112
| +2% | +$5.12K | 0.05% | 93 |
|
|
2021
Q2 | $274K | Sell |
5,987
-122
| -2% | -$5.58K | 0.05% | 100 |
|
|
2021
Q1 | $251K | Buy |
6,109
+650
| +12% | +$26.7K | 0.09% | 59 |
|
|
2020
Q4 | $207K | Buy |
+5,459
| New | +$207K | 0.07% | 79 |
|