Walkner Condon Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
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|
2025
Q1 | $835K | Buy |
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|
2024
Q4 | $811K | Sell |
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|
2024
Q3 | $982K | Sell |
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|
2024
Q2 | $908K | Sell |
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|
2024
Q1 | $948K | Sell |
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|
2023
Q4 | $973K | Buy |
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|
2023
Q3 | $801K | Buy |
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|
2023
Q2 | $734K | Sell |
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|
2023
Q1 | $825K | Sell |
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|
2022
Q4 | $817K | Sell |
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|
2022
Q3 | $796K | Buy |
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|
2022
Q2 | $874K | Buy |
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|
2022
Q1 | $842K | Sell |
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|
2021
Q4 | $1.02M | Sell |
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|
2021
Q3 | $900K | Buy |
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|
2021
Q2 | $894K | Sell |
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|
2021
Q1 | $807K | Buy |
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|
2020
Q4 | $722K | Buy |
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|
2020
Q3 | $539K | Buy |
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