WCFA
Walkner Condon Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $695K | Sell |
32,829
-6,015
| -15% | -$127K | 0.13% | 125 |
|
|
2025
Q1 | $835K | Buy |
38,844
+332
| +0.9% | +$7.14K | 0.17% | 102 |
|
|
2024
Q4 | $811K | Sell |
38,512
-3,864
| -9% | -$81.4K | 0.16% | 110 |
|
|
2024
Q3 | $982K | Sell |
42,376
-3,085
| -7% | -$71.5K | 0.2% | 100 |
|
|
2024
Q2 | $908K | Sell |
45,461
-1,309
| -3% | -$26.2K | 0.2% | 101 |
|
|
2024
Q1 | $948K | Sell |
46,770
-191
| -0.4% | -$3.87K | 0.2% | 99 |
|
|
2023
Q4 | $973K | Buy |
46,961
+1,825
| +4% | +$37.8K | 0.22% | 97 |
|
|
2023
Q3 | $801K | Buy |
45,136
+7,538
| +20% | +$134K | 0.21% | 98 |
|
|
2023
Q2 | $734K | Sell |
37,598
-4,734
| -11% | -$92.4K | 0.19% | 101 |
|
|
2023
Q1 | $825K | Sell |
42,332
-42
| -0.1% | -$819 | 0.23% | 94 |
|
|
2022
Q4 | $817K | Sell |
42,374
-230
| -0.5% | -$4.44K | 0.24% | 85 |
|
|
2022
Q3 | $796K | Buy |
42,604
+1,186
| +3% | +$22.2K | 0.26% | 83 |
|
|
2022
Q2 | $874K | Buy |
41,418
+7,613
| +23% | +$161K | 0.27% | 79 |
|
|
2022
Q1 | $842K | Buy |
33,805
+14,348
| +74% | +$357K | 0.24% | 85 |
|
|
2021
Q4 | $1.03M | Sell |
19,457
-285
| -1% | -$15K | 0.67% | 42 |
|
|
2021
Q3 | $900K | Buy |
19,742
+201
| +1% | +$9.16K | 0.44% | 51 |
|
|
2021
Q2 | $894K | Sell |
19,541
-101
| -0.5% | -$4.62K | 0.33% | 61 |
|
|
2021
Q1 | $807K | Buy |
19,642
+636
| +3% | +$26.1K | 0.31% | 70 |
|
|
2020
Q4 | $722K | Buy |
19,006
+3,774
| +25% | +$143K | 0.31% | 63 |
|
|
2020
Q3 | $539K | Buy |
+15,232
| New | +$539K | 0.29% | 64 |
|