Tempus Wealth Planning’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 | $1.37M | Buy |
64,742
+4,358
| +7% | +$92.2K | 0.34% | 82 |
|
|
2025
Q1 | $1.3M | Buy |
60,384
+3,917
| +7% | +$84.3K | 0.39% | 75 |
|
|
2024
Q4 | $1.19M | Buy |
56,467
+1,620
| +3% | +$34.1K | 0.36% | 81 |
|
|
2024
Q3 | $1.27M | Sell |
54,847
-279
| -0.5% | -$6.46K | 0.47% | 58 |
|
|
2024
Q2 | $1.1M | Buy |
55,126
+542
| +1% | +$10.8K | 0.46% | 60 |
|
|
2024
Q1 | $1.11M | Buy |
54,584
+1,774
| +3% | +$36K | 0.49% | 54 |
|
|
2023
Q4 | $1.09M | Buy |
52,810
+4,300
| +9% | +$89.1K | 0.48% | 63 |
|
|
2023
Q3 | $861K | Buy |
48,510
+389
| +0.8% | +$6.91K | 0.43% | 58 |
|
|
2023
Q2 | $940K | Buy |
48,121
+4,291
| +10% | +$83.8K | 0.42% | 71 |
|
|
2023
Q1 | $855K | Buy |
43,830
+8,650
| +25% | +$169K | 0.42% | 62 |
|
|
2022
Q4 | $679K | Buy |
+35,180
| New | +$679K | 0.41% | 76 |
|