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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.26M | Buy |
137,744
+13,660
| +11% | +$318K | 0.06% | 251 |
|
|
2026
Q1 | $2.67M | Buy |
124,084
+58,129
| +88% | +$1.27M | 0.05% | 306 |
|
|
2025
Q4 | $1.38M | Sell |
65,955
-1,942
| -3% | -$41.2K | 0.03% | 437 |
|
|
2025
Q3 | $1.46M | Buy |
67,897
+171
| +0.3% | +$3.65K | 0.03% | 407 |
|
|
2025
Q2 | $1.43M | Buy |
67,726
+19,051
| +39% | +$399K | 0.03% | 404 |
|
|
2025
Q1 | $1.05M | Sell |
48,675
-819
| -2% | -$17.5K | 0.03% | 433 |
|
|
2024
Q4 | $1.04M | Sell |
49,494
-90
| -0.2% | -$2.01K | 0.03% | 411 |
|
|
2024
Q3 | $1.15M | Sell |
49,584
-41,636
| -46% | -$911K | 0.03% | 391 |
|
|
2024
Q2 | $1.82M | Buy |
91,220
+5,737
| +7% | +$112K | 0.06% | 254 |
|
|
2024
Q1 | $1.74M | Sell |
85,483
-4,801
| -5% | -$96.3K | 0.06% | 255 |
|
|
2023
Q4 | $1.87M | Buy |
90,284
+33,676
| +59% | +$626K | 0.07% | 211 |
|
|
2023
Q3 | $1M | Sell |
56,608
-7,406
| -12% | -$142K | 0.05% | 276 |
|
|
2023
Q2 | $1.25M | Sell |
64,014
-18,585
| -23% | -$356K | 0.06% | 250 |
|
|
2023
Q1 | $1.61M | Sell |
82,599
-4,376
| -5% | -$87.6K | 0.07% | 211 |
|
|
2022
Q4 | $1.68M | Sell |
86,975
-81,487
| -48% | -$1.57M | 0.08% | 186 |
|
|
2022
Q3 | $3.15M | Buy |
+168,462
| New | +$3.64M | 0.18% | 99 |
|
|
2022
Q1 | – | Sell |
-7,944
| Closed | -$209K | – | 586 |
|
|
2021
Q4 | $209K | Buy |
+7,944
| New | +$196K | 0.01% | 532 |
|
|
2021
Q3 | – | Sell |
-10,932
| Closed | -$250K | – | 577 |
|
|
2021
Q2 | $250K | Buy |
10,932
+286
| +3% | +$6.36K | 0.02% | 466 |
|
|
2021
Q1 | $219K | Buy |
+10,646
| New | +$208K | 0.02% | 460 |
|
|
2020
Q4 | – | Sell |
-12,024
| Closed | -$213K | – | 452 |
|
|
2020
Q3 | $213K | Buy |
+12,024
| New | +$216K | 0.02% | 324 |
|
|
2020
Q2 | – | Sell |
-1,366
| Closed | -$22K | – | 1161 |
|
|
2020
Q1 | $22K | Sell |
1,366
-2,374
| -63% | -$50.7K | ﹤0.01% | 708 |
|
|
2019
Q4 | $86K | Buy |
3,740
+54
| +1% | +$1.26K | 0.01% | 431 |
|
|
2019
Q3 | $87K | Hold |
3,686
| – | – | 0.01% | 422 |
|
|
2019
Q2 | $82K | Sell |
3,686
-202
| -5% | -$4.51K | 0.01% | 423 |
|
|
2019
Q1 | $86K | Sell |
3,888
-686
| -15% | -$14.6K | 0.01% | 361 |
|
|
2018
Q4 | $88K | Buy |
4,574
+3,358
| +276% | +$68.6K | 0.02% | 331 |
|
|
2018
Q3 | $25K | Hold |
1,216
| – | – | ﹤0.01% | 620 |
|
|
2018
Q2 | $25K | Buy |
+1,216
| New | +$24.1K | ﹤0.01% | 620 |
|
Other funds holding SCHH
CST
PWMG
AWM
ULWM
CA
EWP
FFP
MFT
PL
FA