Waverly Advisors’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 | $614K | Sell |
29,001
-3,484
| -11% | -$73.7K | 0.01% | 750 |
|
|
2025
Q1 | $699K | Buy |
32,485
+4,414
| +16% | +$94.9K | 0.01% | 691 |
|
|
2024
Q4 | $591K | Buy |
28,071
+1,015
| +4% | +$21.4K | 0.01% | 644 |
|
|
2024
Q3 | $627K | Sell |
27,056
-3,165
| -10% | -$73.3K | 0.01% | 541 |
|
|
2024
Q2 | $604K | Buy |
30,221
+2,128
| +8% | +$42.5K | 0.01% | 530 |
|
|
2024
Q1 | $570K | Buy |
28,093
+16,741
| +147% | +$340K | 0.01% | 456 |
|
|
2023
Q4 | $235K | Buy |
+11,352
| New | +$235K | 0.01% | 393 |
|
|
2015
Q1 | – | Sell |
-1,804
| Closed | -$35K | – | 419 |
|
|
2014
Q4 | $35K | Hold |
1,804
| – | – | 0.02% | 162 |
|
|
2014
Q3 | $31K | Buy |
1,804
+784
| +77% | +$13.5K | 0.02% | 281 |
|
|
2014
Q2 | $18K | Buy |
+1,020
| New | +$18K | 0.01% | 350 |
|