Valued Wealth 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 | $574K | Buy |
27,149
+6,389
| +31% | +$135K | 0.3% | 27 |
|
|
2025
Q1 | $447K | Sell |
20,760
-161
| -0.8% | -$3.46K | 0.27% | 27 |
|
|
2024
Q4 | $441K | Buy |
20,921
+1,541
| +8% | +$32.5K | 0.28% | 24 |
|
|
2024
Q3 | $449K | Sell |
19,380
-643
| -3% | -$14.9K | 0.29% | 23 |
|
|
2024
Q2 | $403K | Buy |
20,023
+2,072
| +12% | +$41.7K | 0.28% | 23 |
|
|
2024
Q1 | $364K | Sell |
17,951
-65,343
| -78% | -$1.33M | 0.26% | 24 |
|
|
2023
Q4 | $1.48M | Buy |
+83,294
| New | +$1.48M | 1.37% | 13 |
|