Wealth Enhancement Advisory Services’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 | $6.93M | Sell |
324,547
-31,874
| -9% | -$681K | 0.01% | 762 |
|
|
2025
Q1 | $7.67M | Sell |
356,421
-82,589
| -19% | -$1.78M | 0.01% | 674 |
|
|
2024
Q4 | $9.25M | Sell |
439,010
-26,772
| -6% | -$564K | 0.02% | 584 |
|
|
2024
Q3 | $10.8M | Sell |
465,782
-18,101
| -4% | -$419K | 0.02% | 491 |
|
|
2024
Q2 | $9.66M | Buy |
483,883
+17,422
| +4% | +$348K | 0.02% | 493 |
|
|
2024
Q1 | $9.47M | Sell |
466,461
-1,617
| -0.3% | -$32.8K | 0.02% | 492 |
|
|
2023
Q4 | $9.69M | Buy |
468,078
+65,019
| +16% | +$1.35M | 0.03% | 439 |
|
|
2023
Q3 | $7.15M | Buy |
+403,059
| New | +$7.15M | 0.02% | 490 |
|
|
2023
Q1 | – | Sell |
-19,631
| Closed | -$408K | – | 556 |
|
|
2022
Q4 | $408K | Buy |
+19,631
| New | +$408K | 0.01% | 284 |
|