Townsend Asset 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
Q1 | – | Sell |
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|
2024
Q4 | $295 | Hold |
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|
2024
Q3 | $324 | Hold |
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|
2024
Q2 | $280 | Hold |
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|
2024
Q1 | $284 | Hold |
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|
2023
Q4 | $290 | Hold |
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|
2023
Q3 | $249 | Hold |
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|
2023
Q2 | $273 | Hold |
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|
2023
Q1 | $273 | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $3K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1K | Buy |
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