Tanglewood Wealth Management’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 | $603K | Buy |
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|
2025
Q1 | $206K | Hold |
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|
2024
Q4 | $202K | Sell |
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|
2024
Q3 | $231K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $208K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $204K | Sell |
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|
2022
Q1 | $639K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $6.07M | Buy |
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|
2019
Q3 | $5.97M | Buy |
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|
2019
Q2 | $5.56M | Buy |
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|
2019
Q1 | $5.52M | Buy |
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|
2018
Q4 | $4.66M | Buy |
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