WealthShield 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 | $754K | Buy |
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|
2025
Q2 | $716K | Buy |
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|
2025
Q1 | $715K | Buy |
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|
2024
Q4 | $662K | Buy |
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|
2024
Q3 | $692K | Sell |
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|
2024
Q2 | $604K | Buy |
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|
2024
Q1 | $606K | Sell |
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|
2023
Q4 | $625K | Sell |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $590K | Buy |
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|
2023
Q1 | $570K | Buy |
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|
2022
Q4 | $498K | Buy |
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|
2022
Q3 | $433K | Buy |
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|
2022
Q2 | $473K | Buy |
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|
2022
Q1 | $524K | Sell |
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|
2021
Q4 | $1.01M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $5K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $4K | Hold |
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|
2020
Q2 | $4K | Hold |
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|
2020
Q1 | $4K | Sell |
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|
2019
Q4 | $11K | Hold |
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|
2019
Q3 | $11K | Hold |
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|
2019
Q2 | $10K | Hold |
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|
2019
Q1 | $10K | Buy |
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