Western Wealth Management’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 | $359K | Sell |
16,948
-321
| -2% | -$6.79K | 0.02% | 509 |
|
|
2025
Q1 | $371K | Buy |
17,269
+249
| +1% | +$5.36K | 0.02% | 462 |
|
|
2024
Q4 | $358K | Buy |
17,020
+1,196
| +8% | +$25.2K | 0.02% | 465 |
|
|
2024
Q3 | $367K | Buy |
15,824
+243
| +2% | +$5.63K | 0.02% | 535 |
|
|
2024
Q2 | $311K | Sell |
15,581
-13
| -0.1% | -$260 | 0.02% | 486 |
|
|
2024
Q1 | $317K | Sell |
15,594
-3,231
| -17% | -$65.6K | 0.02% | 490 |
|
|
2023
Q4 | $390K | Buy |
18,825
+3,499
| +23% | +$72.5K | 0.03% | 474 |
|
|
2023
Q3 | $272K | Buy |
15,326
+119
| +0.8% | +$2.11K | 0.02% | 531 |
|
|
2023
Q2 | $297K | Sell |
15,207
-1,632
| -10% | -$31.9K | 0.03% | 506 |
|
|
2023
Q1 | $328K | Buy |
16,839
+371
| +2% | +$7.23K | 0.03% | 477 |
|
|
2022
Q4 | $318K | Sell |
16,468
-16,198
| -50% | -$312K | 0.03% | 449 |
|
|
2022
Q3 | $610K | Buy |
32,666
+238
| +0.7% | +$4.44K | 0.03% | 422 |
|
|
2022
Q2 | $684K | Buy |
32,428
+224
| +0.7% | +$4.73K | 0.04% | 389 |
|
|
2022
Q1 | $802K | Buy |
32,204
+15,038
| +88% | +$375K | 0.04% | 392 |
|
|
2021
Q4 | $453K | Buy |
+17,166
| New | +$453K | 0.04% | 353 |
|