WBH Advisory’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
Q2 | $408K | Sell |
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|
2025
Q1 | $432K | Sell |
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|
2024
Q4 | $444K | Sell |
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|
2024
Q3 | $507K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $763K | Sell |
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|
2023
Q4 | $1.03M | Sell |
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|
2023
Q3 | $1.06M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q3 | $1.13M | Buy |
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|
2022
Q2 | $1.21M | Buy |
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|
2022
Q1 | $1.19M | Buy |
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|
2021
Q4 | $1.24M | Buy |
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|
2021
Q3 | $1.06M | Buy |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $936K | Sell |
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|
2020
Q4 | $880K | Sell |
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|
2020
Q3 | $861K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $1.4M | Buy |
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