WMR
Wealth Management Resources’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.26M | Buy |
390,304
+23,789
| +6% | +$503K | 2.82% | 13 |
|
|
2025
Q1 | $7.88M | Buy |
366,515
+2,716
| +0.7% | +$58.4K | 2.86% | 13 |
|
|
2024
Q4 | $7.66M | Sell |
363,799
-24,198
| -6% | -$510K | 2.83% | 13 |
|
|
2024
Q3 | $8.99M | Buy |
387,997
+7,067
| +2% | +$164K | 3.6% | 12 |
|
|
2024
Q2 | $7.61M | Buy |
380,930
+14,134
| +4% | +$282K | 3.27% | 12 |
|
|
2024
Q1 | $7.45M | Buy |
366,796
+11,885
| +3% | +$241K | 3.22% | 14 |
|
|
2023
Q4 | $7.35M | Buy |
354,911
+20,678
| +6% | +$428K | 3.46% | 14 |
|
|
2023
Q3 | $5.93M | Buy |
334,233
+15,718
| +5% | +$279K | 2.87% | 14 |
|
|
2023
Q2 | $6.22M | Buy |
318,515
+14,890
| +5% | +$291K | 3.62% | 12 |
|
|
2023
Q1 | $5.92M | Buy |
303,625
+5,714
| +2% | +$111K | 3.64% | 14 |
|
|
2022
Q4 | $5.75M | Buy |
297,911
+28,101
| +10% | +$542K | 3.73% | 14 |
|
|
2022
Q3 | $5.04M | Buy |
269,810
+6,274
| +2% | +$117K | 3.35% | 15 |
|
|
2022
Q2 | $5.56M | Buy |
263,536
+1,827
| +0.7% | +$38.5K | 3.42% | 16 |
|
|
2022
Q1 | $6.51M | Buy |
261,709
+134,190
| +105% | +$3.34M | 4.5% | 12 |
|
|
2021
Q4 | $6.72M | Buy |
+127,519
| New | +$6.72M | 4.33% | 12 |
|