Westside Investment Management’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 | $9.28K | Hold |
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|
2025
Q2 | $9.1K | Hold |
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2025
Q1 | $9.25K | Hold |
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|
2024
Q4 | $9.06K | Hold |
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|
2024
Q3 | $9.96K | Hold |
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|
2024
Q2 | $8.59K | Hold |
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|
2024
Q1 | $8.73K | Sell |
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|
2023
Q4 | $10.8K | Hold |
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|
2023
Q3 | $9.23K | Hold |
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|
2023
Q2 | $10.2K | Hold |
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|
2023
Q1 | $10.1K | Hold |
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|
2022
Q4 | $1.74K | Hold |
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|
2022
Q3 | $1.69K | Hold |
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|
2022
Q2 | $2.29K | Hold |
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|
2022
Q1 | $2.3K | Hold |
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|
2021
Q4 | $2.09K | Hold |
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|
2021
Q3 | $2.09K | Hold |
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|
2021
Q2 | $2.07K | Hold |
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|
2021
Q1 | $1.86K | Buy |
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