WT Wealth 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 | $741K | Buy |
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|
2025
Q2 | $465K | Buy |
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|
2025
Q1 | $444K | Buy |
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|
2024
Q4 | $393K | Sell |
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|
2024
Q3 | $436K | Sell |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $1.18M | Buy |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $394K | Sell |
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|
2023
Q2 | $458K | Sell |
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|
2023
Q1 | $1.64M | Sell |
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|
2022
Q4 | $1.91M | Sell |
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|
2022
Q3 | $2.15M | Sell |
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|
2022
Q2 | $2.62M | Sell |
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|
2022
Q1 | $3.95M | Buy |
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|
2021
Q4 | $3.96M | Sell |
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|
2021
Q3 | $3.52M | Buy |
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|
2021
Q2 | $3.44M | Buy |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $2.35M | Sell |
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|
2020
Q3 | $2.25M | Sell |
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|
2020
Q2 | $2.33M | Buy |
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|
2020
Q1 | $1.9M | Sell |
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|
2019
Q4 | $2.76M | Buy |
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|
2019
Q3 | $2.62M | Buy |
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