TWM
Tanglewood Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $603K | Buy |
28,507
+18,911
| +197% | +$400K | 0.06% | 29 |
|
|
2025
Q1 | $206K | Hold |
9,596
| – | – | 0.02% | 36 |
|
|
2024
Q4 | $202K | Sell |
9,596
-388
| -4% | -$8.17K | 0.02% | 33 |
|
|
2024
Q3 | $231K | Buy |
+9,984
| New | +$231K | 0.03% | 33 |
|
|
2023
Q2 | – | Sell |
-10,679
| Closed | -$208K | – | 32 |
|
|
2023
Q1 | $208K | Buy |
+10,679
| New | +$208K | 0.03% | 33 |
|
|
2022
Q3 | – | Sell |
-9,662
| Closed | -$204K | – | 31 |
|
|
2022
Q2 | $204K | Sell |
9,662
-16,012
| -62% | -$338K | 0.03% | 30 |
|
|
2022
Q1 | $639K | Buy |
+25,674
| New | +$639K | 0.1% | 22 |
|
|
2020
Q1 | – | Sell |
-132,084
| Closed | -$6.07M | – | 24 |
|
|
2019
Q4 | $6.07M | Buy |
132,084
+5,404
| +4% | +$248K | 1.17% | 12 |
|
|
2019
Q3 | $5.98M | Buy |
126,680
+1,516
| +1% | +$71.5K | 1.3% | 11 |
|
|
2019
Q2 | $5.56M | Buy |
125,164
+868
| +0.7% | +$38.6K | 1.34% | 11 |
|
|
2019
Q1 | $5.52M | Buy |
124,296
+3,314
| +3% | +$147K | 1.21% | 13 |
|
|
2018
Q4 | $4.66M | Buy |
+120,982
| New | +$4.66M | 1.17% | 13 |
|