Wrenne Financial Planning’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 | $1.43M | Buy |
67,443
+15,273
| +29% | +$323K | 0.67% | 20 |
|
|
2025
Q1 | $1.12M | Buy |
52,170
+3,107
| +6% | +$66.8K | 0.6% | 21 |
|
|
2024
Q4 | $1.03M | Buy |
49,063
+7,475
| +18% | +$157K | 0.59% | 20 |
|
|
2024
Q3 | $964K | Buy |
41,588
+5,200
| +14% | +$120K | 0.57% | 22 |
|
|
2024
Q2 | $727K | Buy |
36,388
+4,809
| +15% | +$96K | 0.5% | 22 |
|
|
2024
Q1 | $641K | Buy |
+31,579
| New | +$641K | 0.47% | 22 |
|