Tradition Wealth 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
Q2 | $494K | Sell |
23,346
-23
| -0.1% | -$487 | 0.04% | 271 |
|
|
2025
Q1 | $503K | Sell |
23,369
-987
| -4% | -$21.2K | 0.04% | 249 |
|
|
2024
Q4 | $513K | Buy |
24,356
+2,540
| +12% | +$53.5K | 0.05% | 238 |
|
|
2024
Q3 | $505K | Buy |
21,816
+56
| +0.3% | +$1.3K | 0.05% | 239 |
|
|
2024
Q2 | $435K | Buy |
21,760
+528
| +2% | +$10.5K | 0.04% | 254 |
|
|
2024
Q1 | $431K | Sell |
21,232
-509
| -2% | -$10.3K | 0.04% | 244 |
|
|
2023
Q4 | $450K | Buy |
21,741
+4,675
| +27% | +$96.8K | 0.05% | 213 |
|
|
2023
Q3 | $303K | Buy |
17,066
+44
| +0.3% | +$781 | 0.04% | 251 |
|
|
2023
Q2 | $332K | Sell |
17,022
-1,054
| -6% | -$20.6K | 0.04% | 234 |
|
|
2023
Q1 | $352K | Sell |
18,076
-10,519
| -37% | -$205K | 0.04% | 219 |
|
|
2022
Q4 | $552K | Sell |
28,595
-1,565
| -5% | -$30.2K | 0.08% | 152 |
|
|
2022
Q3 | $564K | Sell |
30,160
-1,236
| -4% | -$23.1K | 0.08% | 144 |
|
|
2022
Q2 | $662K | Buy |
31,396
+1,101
| +4% | +$23.2K | 0.1% | 136 |
|
|
2022
Q1 | $754K | Buy |
30,295
+1,815
| +6% | +$45.2K | 0.1% | 145 |
|
|
2021
Q4 | $750K | Sell |
28,480
-4,006
| -12% | -$105K | 0.09% | 144 |
|
|
2021
Q3 | $742K | Buy |
32,486
+134
| +0.4% | +$3.06K | 0.11% | 133 |
|
|
2021
Q2 | $741K | Sell |
32,352
-858
| -3% | -$19.7K | 0.11% | 139 |
|
|
2021
Q1 | $682K | Sell |
33,210
-504
| -1% | -$10.4K | 0.12% | 135 |
|
|
2020
Q4 | $640K | Buy |
+33,714
| New | +$640K | 0.12% | 123 |
|