Tidemark’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
$4.28K Buy
202
+1
+0.5% +$21 ﹤0.01% 541
2025
Q1
$4.31K Buy
201
+1
+0.5% +$21 ﹤0.01% 545
2024
Q4
$4.2K Buy
200
+3
+2% +$63 ﹤0.01% 526
2024
Q3
$4.58K Buy
197
+3
+2% +$70 ﹤0.01% 496
2024
Q2
$3.88K Hold
194
﹤0.01% 485
2024
Q1
$3.95K Buy
194
+1
+0.5% +$20 ﹤0.01% 538
2023
Q4
$4K Buy
+193
New +$4K ﹤0.01% 536