Websterrogers Financial Advisors’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 | $308K | Sell |
14,570
-1,732
| -11% | -$36.6K | 0.1% | 66 |
|
|
2025
Q1 | $351K | Buy |
16,302
+364
| +2% | +$7.83K | 0.12% | 57 |
|
|
2024
Q4 | $336K | Sell |
15,938
-98
| -0.6% | -$2.06K | 0.12% | 58 |
|
|
2024
Q3 | $372K | Buy |
16,036
+1,209
| +8% | +$28K | 0.13% | 52 |
|
|
2024
Q2 | $296K | Sell |
14,827
-60
| -0.4% | -$1.2K | 0.11% | 57 |
|
|
2024
Q1 | $302K | Buy |
14,887
+4,846
| +48% | +$98.4K | 0.11% | 59 |
|
|
2023
Q4 | $208K | Sell |
10,041
-5,125
| -34% | -$106K | 0.09% | 70 |
|
|
2023
Q3 | $269K | Buy |
15,166
+899
| +6% | +$16K | 0.12% | 59 |
|
|
2023
Q2 | $279K | Buy |
14,267
+28
| +0.2% | +$547 | 0.12% | 56 |
|
|
2023
Q1 | $278K | Sell |
14,239
-1,360
| -9% | -$26.5K | 0.13% | 54 |
|
|
2022
Q4 | $301K | Sell |
15,599
-3,519
| -18% | -$67.9K | 0.15% | 52 |
|
|
2022
Q3 | $357K | Sell |
19,118
-2,502
| -12% | -$46.7K | 0.19% | 43 |
|
|
2022
Q2 | $456K | Sell |
21,620
-9,931
| -31% | -$209K | 0.22% | 42 |
|
|
2022
Q1 | $802K | Buy |
31,551
+3,615
| +13% | +$91.9K | 0.41% | 33 |
|
|
2021
Q4 | $736K | Sell |
27,936
-9,648
| -26% | -$254K | 0.17% | 41 |
|
|
2021
Q3 | $858K | Buy |
37,584
+934
| +3% | +$21.3K | 0.2% | 36 |
|
|
2021
Q2 | $856K | Sell |
36,650
-4,398
| -11% | -$103K | 0.2% | 37 |
|
|
2021
Q1 | $843K | Sell |
41,048
-320
| -0.8% | -$6.57K | 0.23% | 31 |
|
|
2020
Q4 | $777K | Buy |
+41,368
| New | +$777K | 0.23% | 30 |
|