Wealthcare Advisory Partners’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
Q3 | $1.46M | Buy |
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|
2025
Q2 | $1.43M | Buy |
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|
2025
Q1 | $1.05M | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.15M | Sell |
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|
2024
Q2 | $1.82M | Buy |
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|
2024
Q1 | $1.74M | Sell |
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|
2023
Q4 | $1.87M | Buy |
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|
2023
Q3 | $1M | Sell |
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|
2023
Q2 | $1.25M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $1.68M | Sell |
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|
2022
Q3 | $3.15M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $209K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $250K | Buy |
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|
2021
Q1 | $219K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $22K | Sell |
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|
2019
Q4 | $86K | Buy |
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|
2019
Q3 | $87K | Hold |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $88K | Buy |
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|
2018
Q3 | $25K | Hold |
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|
2018
Q2 | $25K | Buy |
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