Townsend Asset Management’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
Q1 | – | Sell |
-14
| Closed | -$295 | – | 189 |
|
|
2024
Q4 | $295 | Hold |
14
| – | – | ﹤0.01% | 184 |
|
|
2024
Q3 | $324 | Hold |
14
| – | – | ﹤0.01% | 193 |
|
|
2024
Q2 | $280 | Hold |
14
| – | – | ﹤0.01% | 195 |
|
|
2024
Q1 | $284 | Hold |
14
| – | – | ﹤0.01% | 195 |
|
|
2023
Q4 | $290 | Hold |
14
| – | – | ﹤0.01% | 189 |
|
|
2023
Q3 | $249 | Hold |
14
| – | – | ﹤0.01% | 184 |
|
|
2023
Q2 | $273 | Hold |
14
| – | – | ﹤0.01% | 200 |
|
|
2023
Q1 | $273 | Buy |
+14
| New | +$273 | ﹤0.01% | 199 |
|
|
2022
Q3 | – | Sell |
-132
| Closed | -$3K | – | 210 |
|
|
2022
Q2 | $3K | Buy |
+132
| New | +$3K | ﹤0.01% | 209 |
|
|
2020
Q1 | – | Sell |
-34
| Closed | -$1K | – | 196 |
|
|
2019
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 195 |
|