Whelan Financial’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 | $393K | Sell |
18,558
-721
| -4% | -$15.3K | 0.14% | 48 |
|
|
2025
Q1 | $415K | Sell |
19,279
-981
| -5% | -$21.1K | 0.16% | 41 |
|
|
2024
Q4 | $427K | Sell |
20,260
-3
| -0% | -$63 | 0.17% | 34 |
|
|
2024
Q3 | $469K | Sell |
20,263
-586
| -3% | -$13.6K | 0.19% | 29 |
|
|
2024
Q2 | $416K | Sell |
20,849
-177
| -0.8% | -$3.54K | 0.19% | 30 |
|
|
2024
Q1 | $427K | Sell |
21,026
-232
| -1% | -$4.71K | 0.19% | 30 |
|
|
2023
Q4 | $440K | Sell |
21,258
-7,010
| -25% | -$145K | 0.21% | 26 |
|
|
2023
Q3 | $502K | Sell |
28,268
-1,546
| -5% | -$27.4K | 0.26% | 20 |
|
|
2023
Q2 | $582K | Sell |
29,814
-752
| -2% | -$14.7K | 0.3% | 17 |
|
|
2023
Q1 | $596K | Sell |
30,566
-9,534
| -24% | -$186K | 0.33% | 16 |
|
|
2022
Q4 | $774K | Buy |
40,100
+19,219
| +92% | +$371K | 0.47% | 17 |
|
|
2022
Q3 | $390K | Sell |
20,881
-27,203
| -57% | -$508K | 0.27% | 16 |
|
|
2022
Q2 | $1.01M | Buy |
48,084
+30,626
| +175% | +$646K | 0.69% | 13 |
|
|
2022
Q1 | $435K | Sell |
17,458
-1,012
| -5% | -$25.2K | 0.27% | 14 |
|
|
2021
Q4 | $487K | Sell |
18,470
-9,522
| -34% | -$251K | 0.3% | 13 |
|
|
2021
Q3 | $639K | Buy |
+27,992
| New | +$639K | 0.58% | 11 |
|