Websterrogers Financial Advisors’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 | $314K | Buy |
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|
2025
Q2 | $308K | Sell |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $336K | Sell |
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|
2024
Q3 | $372K | Buy |
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|
2024
Q2 | $296K | Sell |
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|
2024
Q1 | $302K | Buy |
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|
2023
Q4 | $208K | Sell |
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|
2023
Q3 | $269K | Buy |
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|
2023
Q2 | $279K | Buy |
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|
2023
Q1 | $278K | Sell |
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|
2022
Q4 | $301K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $456K | Sell |
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|
2022
Q1 | $802K | Buy |
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|
2021
Q4 | $736K | Sell |
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|
2021
Q3 | $858K | Buy |
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|
2021
Q2 | $856K | Sell |
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|
2021
Q1 | $843K | Sell |
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|
2020
Q4 | $777K | Buy |
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