Wagner 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 | $293 | Sell |
14
-664
| -98% | -$13.9K | ﹤0.01% | 243 |
|
|
2025
Q1 | $14.6K | Buy |
678
+64
| +10% | +$1.38K | ﹤0.01% | 183 |
|
|
2024
Q4 | $12.9K | Buy |
614
+96
| +19% | +$2.02K | ﹤0.01% | 185 |
|
|
2024
Q3 | $12K | Buy |
518
+31
| +6% | +$718 | ﹤0.01% | 181 |
|
|
2024
Q2 | $9.73K | Buy |
487
+62
| +15% | +$1.24K | ﹤0.01% | 213 |
|
|
2024
Q1 | $8.64K | Buy |
425
+92
| +28% | +$1.87K | ﹤0.01% | 211 |
|
|
2023
Q4 | $6.91K | Buy |
333
+40
| +14% | +$830 | ﹤0.01% | 205 |
|
|
2023
Q3 | $5.21K | Buy |
293
+126
| +75% | +$2.24K | ﹤0.01% | 183 |
|
|
2023
Q2 | $3.27K | Buy |
167
+57
| +52% | +$1.12K | ﹤0.01% | 198 |
|
|
2023
Q1 | $2.15K | Buy |
110
+65
| +144% | +$1.27K | ﹤0.01% | 199 |
|
|
2022
Q4 | $876 | Buy |
45
+40
| +800% | +$779 | ﹤0.01% | 221 |
|
|
2022
Q3 | $0 | Buy |
+5
| New | – | ﹤0.01% | 772 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 727 |
|
|
2022
Q1 | – | Hold |
0
| – | – | – | 579 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 705 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 704 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 719 |
|
|
2021
Q1 | – | Sell |
-524
| Closed | -$10K | – | 662 |
|
|
2020
Q4 | $10K | Buy |
+524
| New | +$10K | 0.01% | 184 |
|
|
2018
Q3 | $8K | Sell |
370
-644
| -64% | -$13.9K | 0.01% | 444 |
|
|
2018
Q2 | $21K | Buy |
1,014
+460
| +83% | +$9.53K | 0.02% | 311 |
|
|
2018
Q1 | $11K | Buy |
554
+190
| +52% | +$3.77K | 0.01% | 360 |
|
|
2017
Q4 | $7K | Buy |
+364
| New | +$7K | 0.01% | 470 |
|