Watershed Private Wealth’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 | $510K | Sell |
24,124
-12,704
| -34% | -$269K | 0.19% | 69 |
|
|
2025
Q1 | $792K | Sell |
36,828
-3,151
| -8% | -$67.8K | 0.32% | 52 |
|
|
2024
Q4 | $842K | Sell |
39,979
-1,200
| -3% | -$25.3K | 0.33% | 52 |
|
|
2024
Q3 | $954K | Sell |
41,179
-45
| -0.1% | -$1.04K | 0.38% | 48 |
|
|
2024
Q2 | $823K | Sell |
41,224
-2,553
| -6% | -$51K | 0.35% | 54 |
|
|
2024
Q1 | $889K | Sell |
43,777
-6,788
| -13% | -$138K | 0.39% | 53 |
|
|
2023
Q4 | $1.05M | Sell |
50,565
-7,346
| -13% | -$152K | 0.58% | 46 |
|
|
2023
Q3 | $1.03M | Buy |
57,911
+16
| +0% | +$284 | 0.63% | 45 |
|
|
2023
Q2 | $1.13M | Sell |
57,895
-8,143
| -12% | -$159K | 0.68% | 40 |
|
|
2023
Q1 | $1.29M | Sell |
66,038
-822
| -1% | -$16K | 0.87% | 36 |
|
|
2022
Q4 | $1.29M | Buy |
+66,860
| New | +$1.29M | 0.98% | 33 |
|