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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $687K | Sell |
31,957
-130
| -0.4% | -$2.85K | 0.09% | 145 |
|
|
2025
Q4 | $670K | Sell |
32,087
-42
| -0.1% | -$891 | 0.09% | 147 |
|
|
2025
Q3 | $693K | Sell |
32,129
-700
| -2% | -$14.9K | 0.11% | 140 |
|
|
2025
Q2 | $695K | Sell |
32,829
-6,015
| -15% | -$126K | 0.13% | 125 |
|
|
2025
Q1 | $835K | Buy |
38,844
+332
| +0.9% | +$7.1K | 0.17% | 102 |
|
|
2024
Q4 | $811K | Sell |
38,512
-3,864
| -9% | -$86.4K | 0.16% | 110 |
|
|
2024
Q3 | $982K | Sell |
42,376
-3,085
| -7% | -$67.5K | 0.2% | 100 |
|
|
2024
Q2 | $908K | Sell |
45,461
-1,309
| -3% | -$25.5K | 0.2% | 101 |
|
|
2024
Q1 | $948K | Sell |
46,770
-191
| -0.4% | -$3.83K | 0.2% | 99 |
|
|
2023
Q4 | $973K | Buy |
46,961
+1,825
| +4% | +$33.9K | 0.22% | 97 |
|
|
2023
Q3 | $801K | Buy |
45,136
+7,538
| +20% | +$145K | 0.21% | 98 |
|
|
2023
Q2 | $734K | Sell |
37,598
-4,734
| -11% | -$90.8K | 0.19% | 101 |
|
|
2023
Q1 | $825K | Sell |
42,332
-42
| -0.1% | -$841 | 0.23% | 94 |
|
|
2022
Q4 | $817K | Sell |
42,374
-230
| -0.5% | -$4.43K | 0.24% | 85 |
|
|
2022
Q3 | $796K | Buy |
42,604
+1,186
| +3% | +$25.7K | 0.26% | 83 |
|
|
2022
Q2 | $874K | Buy |
41,418
+7,613
| +23% | +$175K | 0.27% | 79 |
|
|
2022
Q1 | $842K | Sell |
33,805
-5,109
| -13% | -$123K | 0.24% | 85 |
|
|
2021
Q4 | $1.02M | Sell |
38,914
-570
| -1% | -$14K | 0.67% | 42 |
|
|
2021
Q3 | $900K | Buy |
39,484
+402
| +1% | +$9.58K | 0.44% | 51 |
|
|
2021
Q2 | $894K | Sell |
39,082
-202
| -0.5% | -$4.49K | 0.33% | 61 |
|
|
2021
Q1 | $807K | Buy |
39,284
+1,272
| +3% | +$24.9K | 0.31% | 70 |
|
|
2020
Q4 | $722K | Buy |
38,012
+7,548
| +25% | +$140K | 0.31% | 63 |
|
|
2020
Q3 | $539K | Buy |
+30,464
| New | +$548K | 0.29% | 64 |
|
Other funds holding SCHH
DI
BEI