Summit Financial Strategies’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 | $495K | Buy |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $492K | Buy |
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|
2024
Q3 | $487K | Sell |
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|
2024
Q2 | $449K | Sell |
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|
2024
Q1 | $502K | Sell |
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|
2023
Q4 | $520K | Buy |
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|
2023
Q3 | $445K | Buy |
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|
2023
Q2 | $407K | Buy |
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|
2023
Q1 | $347K | Buy |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q3 | $217K | Sell |
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|
2022
Q2 | $250K | Sell |
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|
2022
Q1 | $310K | Buy |
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|
2021
Q4 | $318K | Sell |
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|
2021
Q3 | $279K | Buy |
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|
2021
Q2 | $274K | Sell |
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|
2021
Q1 | $251K | Buy |
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|
2020
Q4 | $207K | Buy |
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