Waverly 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
Q3 | $526K | Sell |
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|
2025
Q2 | $614K | Sell |
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|
2025
Q1 | $699K | Buy |
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|
2024
Q4 | $591K | Buy |
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|
2024
Q3 | $627K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $570K | Buy |
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|
2023
Q4 | $235K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $35K | Hold |
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|
2014
Q3 | $31K | Buy |
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|
2014
Q2 | $18K | Buy |
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