Transamerica Financial Advisors’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 | $41 | Hold |
2
| – | – | ﹤0.01% | 549 |
|
|
2025
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 535 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$1K | – | 684 |
|
|
2023
Q4 | $1K | Hold |
1
| – | – | ﹤0.01% | 563 |
|
|
2023
Q3 | $1K | Hold |
1
| – | – | ﹤0.01% | 584 |
|
|
2023
Q2 | $1K | Hold |
1
| – | – | ﹤0.01% | 555 |
|
|
2023
Q1 | $1K | Sell |
1
-1
| -50% | -$1K | ﹤0.01% | 540 |
|
|
2022
Q4 | $1K | Hold |
2
| – | – | ﹤0.01% | 623 |
|
|
2022
Q3 | $1K | Sell |
2
-143
| -99% | -$71.5K | ﹤0.01% | 587 |
|
|
2022
Q2 | $4K | Buy |
+145
| New | +$4K | ﹤0.01% | 354 |
|
|
2015
Q3 | – | Sell |
-20
| Closed | -$1K | – | 907 |
|
|
2015
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 845 |
|
|
2015
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 841 |
|
|
2014
Q4 | $1K | Hold |
20
| – | – | ﹤0.01% | 684 |
|
|
2014
Q3 | $1K | Hold |
20
| – | – | ﹤0.01% | 645 |
|
|
2014
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 651 |
|
|
2014
Q1 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 615 |
|