YWM
Yoder Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
29,162
+888
| +3% | +$18.8K | 0.32% | 57 |
|
|
2025
Q1 | $608K | Buy |
28,274
+725
| +3% | +$15.6K | 0.34% | 57 |
|
|
2024
Q4 | $580K | Buy |
27,549
+5,475
| +25% | +$115K | 0.32% | 57 |
|
|
2024
Q3 | $511K | Buy |
22,074
+964
| +5% | +$22.3K | 0.31% | 58 |
|
|
2024
Q2 | $422K | Buy |
21,110
+750
| +4% | +$15K | 0.27% | 64 |
|
|
2024
Q1 | $413K | Sell |
20,360
-13,282
| -39% | -$270K | 0.27% | 64 |
|
|
2023
Q4 | $697K | Sell |
33,642
-7,980
| -19% | -$165K | 0.49% | 44 |
|
|
2023
Q3 | $739K | Buy |
41,622
+9,192
| +28% | +$163K | 0.61% | 41 |
|
|
2023
Q2 | $633K | Sell |
32,430
-224
| -0.7% | -$4.38K | 0.5% | 43 |
|
|
2023
Q1 | $637K | Buy |
+32,654
| New | +$637K | 0.53% | 40 |
|