Whelan Financial’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 | $394K | Sell |
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|
2025
Q2 | $393K | Sell |
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|
2025
Q1 | $415K | Sell |
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|
2024
Q4 | $427K | Sell |
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|
2024
Q3 | $469K | Sell |
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|
2024
Q2 | $416K | Sell |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $582K | Sell |
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|
2023
Q1 | $596K | Sell |
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|
2022
Q4 | $774K | Buy |
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|
2022
Q3 | $390K | Sell |
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|
2022
Q2 | $1.01M | Buy |
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|
2022
Q1 | $435K | Sell |
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|
2021
Q4 | $487K | Sell |
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|
2021
Q3 | $639K | Buy |
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