Values Added Financial’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 | $597K | Sell |
28,221
-3,589
| -11% | -$75.9K | 0.29% | 64 |
|
|
2025
Q1 | $684K | Sell |
31,810
-637
| -2% | -$13.7K | 0.38% | 53 |
|
|
2024
Q4 | $683K | Sell |
32,447
-489
| -1% | -$10.3K | 0.4% | 48 |
|
|
2024
Q3 | $763K | Sell |
32,936
-137
| -0.4% | -$3.17K | 0.48% | 37 |
|
|
2024
Q2 | $660K | Sell |
33,073
-2,663
| -7% | -$53.2K | 0.48% | 39 |
|
|
2024
Q1 | $725K | Sell |
35,736
-504
| -1% | -$10.2K | 0.57% | 34 |
|
|
2023
Q4 | $751K | Sell |
36,240
-866
| -2% | -$17.9K | 0.61% | 31 |
|
|
2023
Q3 | $659K | Buy |
37,106
+816
| +2% | +$14.5K | 0.6% | 34 |
|
|
2023
Q2 | $709K | Buy |
+36,290
| New | +$709K | 0.66% | 30 |
|