WealthShield Partners’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 | $716K | Buy |
33,854
+632
| +2% | +$13.4K | 0.09% | 202 |
|
|
2025
Q1 | $715K | Buy |
33,222
+1,810
| +6% | +$38.9K | 0.09% | 192 |
|
|
2024
Q4 | $662K | Buy |
31,412
+1,525
| +5% | +$32.1K | 0.09% | 187 |
|
|
2024
Q3 | $692K | Sell |
29,887
-85
| -0.3% | -$1.97K | 0.09% | 186 |
|
|
2024
Q2 | $604K | Buy |
29,972
+110
| +0.4% | +$2.22K | 0.09% | 186 |
|
|
2024
Q1 | $606K | Sell |
29,862
-300
| -1% | -$6.09K | 0.1% | 179 |
|
|
2023
Q4 | $625K | Sell |
30,162
-736
| -2% | -$15.2K | 0.1% | 184 |
|
|
2023
Q3 | $548K | Buy |
30,898
+704
| +2% | +$12.5K | 0.08% | 200 |
|
|
2023
Q2 | $590K | Buy |
30,194
+939
| +3% | +$18.3K | 0.09% | 194 |
|
|
2023
Q1 | $570K | Buy |
29,255
+3,433
| +13% | +$66.9K | 0.09% | 193 |
|
|
2022
Q4 | $498K | Buy |
25,822
+2,676
| +12% | +$51.6K | 0.1% | 197 |
|
|
2022
Q3 | $433K | Buy |
23,146
+728
| +3% | +$13.6K | 0.09% | 211 |
|
|
2022
Q2 | $473K | Buy |
22,418
+1,348
| +6% | +$28.4K | 0.09% | 206 |
|
|
2022
Q1 | $524K | Sell |
21,070
-17,152
| -45% | -$427K | 0.08% | 225 |
|
|
2021
Q4 | $1.01M | Buy |
+38,222
| New | +$1.01M | 0.17% | 132 |
|
|
2021
Q2 | – | Sell |
-250
| Closed | -$5K | – | 1089 |
|
|
2021
Q1 | $5K | Buy |
+250
| New | +$5K | ﹤0.01% | 970 |
|
|
2020
Q4 | – | Sell |
-250
| Closed | -$4K | – | 389 |
|
|
2020
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 367 |
|
|
2020
Q2 | $4K | Hold |
250
| – | – | ﹤0.01% | 309 |
|
|
2020
Q1 | $4K | Sell |
250
-214
| -46% | -$3.42K | ﹤0.01% | 247 |
|
|
2019
Q4 | $11K | Hold |
464
| – | – | 0.01% | 244 |
|
|
2019
Q3 | $11K | Hold |
464
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $10K | Hold |
464
| – | – | 0.01% | 207 |
|
|
2019
Q1 | $10K | Buy |
+464
| New | +$10K | 0.01% | 235 |
|