WT Wealth Management’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 | $465K | Buy |
21,961
+1,327
| +6% | +$28.1K | 0.14% | 100 |
|
|
2025
Q1 | $444K | Buy |
20,634
+1,951
| +10% | +$42K | 0.14% | 89 |
|
|
2024
Q4 | $393K | Sell |
18,683
-145
| -0.8% | -$3.05K | 0.12% | 97 |
|
|
2024
Q3 | $436K | Sell |
18,828
-40,566
| -68% | -$940K | 0.14% | 87 |
|
|
2024
Q2 | $1.19M | Buy |
59,394
+1,128
| +2% | +$22.7K | 0.41% | 65 |
|
|
2024
Q1 | $1.18M | Buy |
58,266
+38,060
| +188% | +$773K | 0.42% | 68 |
|
|
2023
Q4 | $418K | Sell |
20,206
-1,981
| -9% | -$41K | 0.17% | 82 |
|
|
2023
Q3 | $394K | Sell |
22,187
-1,282
| -5% | -$22.8K | 0.17% | 84 |
|
|
2023
Q2 | $458K | Sell |
23,469
-60,787
| -72% | -$1.19M | 0.19% | 85 |
|
|
2023
Q1 | $1.64M | Sell |
84,256
-14,936
| -15% | -$291K | 0.71% | 34 |
|
|
2022
Q4 | $1.91M | Sell |
99,192
-15,786
| -14% | -$305K | 0.93% | 31 |
|
|
2022
Q3 | $2.15M | Sell |
114,978
-9,430
| -8% | -$176K | 1.08% | 21 |
|
|
2022
Q2 | $2.62M | Sell |
124,408
-34,217
| -22% | -$722K | 1.3% | 21 |
|
|
2022
Q1 | $3.95M | Buy |
158,625
+8,137
| +5% | +$203K | 1.52% | 18 |
|
|
2021
Q4 | $3.97M | Sell |
150,488
-3,776
| -2% | -$99.5K | 1.46% | 17 |
|
|
2021
Q3 | $3.52M | Buy |
154,264
+3,948
| +3% | +$90.2K | 1.36% | 21 |
|
|
2021
Q2 | $3.44M | Buy |
150,316
+5,006
| +3% | +$115K | 1.39% | 20 |
|
|
2021
Q1 | $2.99M | Buy |
145,310
+21,738
| +18% | +$447K | 1.38% | 19 |
|
|
2020
Q4 | $2.35M | Sell |
123,572
-3,402
| -3% | -$64.6K | 1.28% | 18 |
|
|
2020
Q3 | $2.25M | Sell |
126,974
-5,198
| -4% | -$91.9K | 1.49% | 18 |
|
|
2020
Q2 | $2.33M | Buy |
132,172
+15,888
| +14% | +$280K | 1.87% | 12 |
|
|
2020
Q1 | $1.9M | Sell |
116,284
-3,712
| -3% | -$60.7K | 2.01% | 12 |
|
|
2019
Q4 | $2.76M | Buy |
119,996
+8,840
| +8% | +$203K | 2.1% | 9 |
|
|
2019
Q3 | $2.62M | Buy |
+111,156
| New | +$2.62M | 2.28% | 8 |
|