WA
WBH Advisory’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $408K | Sell |
19,260
-810
| -4% | -$17.1K | 0.03% | 250 |
|
|
2025
Q1 | $432K | Sell |
20,070
-1,034
| -5% | -$22.2K | 0.04% | 229 |
|
|
2024
Q4 | $444K | Sell |
21,104
-789
| -4% | -$16.6K | 0.04% | 222 |
|
|
2024
Q3 | $507K | Sell |
21,893
-2,698
| -11% | -$62.5K | 0.05% | 213 |
|
|
2024
Q2 | $491K | Sell |
24,591
-12,972
| -35% | -$259K | 0.05% | 214 |
|
|
2024
Q1 | $763K | Sell |
37,563
-12,112
| -24% | -$246K | 0.08% | 177 |
|
|
2023
Q4 | $1.03M | Sell |
49,675
-10,034
| -17% | -$208K | 0.11% | 147 |
|
|
2023
Q3 | $1.06M | Sell |
59,709
-3,410
| -5% | -$60.5K | 0.13% | 137 |
|
|
2023
Q2 | $1.23M | Buy |
63,119
+1,974
| +3% | +$38.6K | 0.15% | 132 |
|
|
2023
Q1 | $1.19M | Buy |
+61,145
| New | +$1.19M | 0.15% | 135 |
|
|
2022
Q3 | $1.13M | Buy |
60,550
+3,514
| +6% | +$65.7K | 0.16% | 130 |
|
|
2022
Q2 | $1.21M | Buy |
57,036
+9,904
| +21% | +$211K | 0.16% | 126 |
|
|
2022
Q1 | $1.19M | Buy |
47,132
+23,613
| +100% | +$595K | 0.15% | 132 |
|
|
2021
Q4 | $1.24M | Buy |
23,519
+353
| +2% | +$18.6K | 0.14% | 132 |
|
|
2021
Q3 | $1.06M | Buy |
23,166
+220
| +1% | +$10K | 0.14% | 133 |
|
|
2021
Q2 | $1.09M | Buy |
22,946
+157
| +0.7% | +$7.49K | 0.16% | 117 |
|
|
2021
Q1 | $936K | Sell |
22,789
-200
| -0.9% | -$8.21K | 0.15% | 120 |
|
|
2020
Q4 | $880K | Sell |
22,989
-1,364
| -6% | -$52.2K | 0.15% | 119 |
|
|
2020
Q3 | $861K | Buy |
+24,353
| New | +$861K | 0.17% | 111 |
|
|
2019
Q2 | – | Sell |
-31,485
| Closed | -$1.4M | – | 236 |
|
|
2019
Q1 | $1.4M | Buy |
+31,485
| New | +$1.4M | 0.33% | 75 |
|