Tradition Wealth 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
Q2 | $494K | Sell |
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|
2025
Q1 | $503K | Sell |
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|
2024
Q4 | $513K | Buy |
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|
2024
Q3 | $505K | Buy |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $431K | Sell |
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|
2023
Q4 | $450K | Buy |
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|
2023
Q3 | $303K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $352K | Sell |
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|
2022
Q4 | $552K | Sell |
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|
2022
Q3 | $564K | Sell |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $754K | Buy |
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|
2021
Q4 | $750K | Sell |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $741K | Sell |
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|
2021
Q1 | $682K | Sell |
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|
2020
Q4 | $640K | Buy |
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