Advisornet Financial’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 | $189K | Sell |
8,942
-881
| -9% | -$18.6K | 0.01% | 580 |
|
|
2025
Q1 | $211K | Sell |
9,823
-1,277
| -12% | -$27.5K | 0.02% | 535 |
|
|
2024
Q4 | $234K | Buy |
11,100
+668
| +6% | +$14.1K | 0.02% | 473 |
|
|
2024
Q3 | $242K | Buy |
10,432
+277
| +3% | +$6.42K | 0.02% | 482 |
|
|
2024
Q2 | $203K | Buy |
10,155
+401
| +4% | +$8.01K | 0.02% | 476 |
|
|
2024
Q1 | $198K | Buy |
9,754
+248
| +3% | +$5.03K | 0.02% | 472 |
|
|
2023
Q4 | $197K | Buy |
9,506
+318
| +3% | +$6.59K | 0.02% | 473 |
|
|
2023
Q3 | $163K | Buy |
9,188
+104
| +1% | +$1.85K | 0.01% | 497 |
|
|
2023
Q2 | $177K | Sell |
9,084
-424
| -4% | -$8.28K | 0.02% | 505 |
|
|
2023
Q1 | $185K | Buy |
9,508
+666
| +8% | +$13K | 0.02% | 478 |
|
|
2022
Q4 | $171K | Sell |
8,842
-31
| -0.3% | -$598 | 0.02% | 498 |
|
|
2022
Q3 | $166K | Buy |
8,873
+215
| +2% | +$4.02K | 0.02% | 539 |
|
|
2022
Q2 | $183K | Sell |
8,658
-6,148
| -42% | -$130K | 0.02% | 521 |
|
|
2022
Q1 | $369K | Sell |
14,806
-2,566
| -15% | -$64K | 0.02% | 426 |
|
|
2021
Q4 | $458K | Buy |
17,372
+994
| +6% | +$26.2K | 0.03% | 415 |
|
|
2021
Q3 | $374K | Sell |
16,378
-1,522
| -9% | -$34.8K | 0.03% | 419 |
|
|
2021
Q2 | $410K | Buy |
17,900
+62
| +0.3% | +$1.42K | 0.03% | 413 |
|
|
2021
Q1 | $366K | Sell |
17,838
-1,142
| -6% | -$23.4K | 0.03% | 416 |
|
|
2020
Q4 | $360K | Sell |
18,980
-14,420
| -43% | -$274K | 0.03% | 388 |
|
|
2020
Q3 | $591K | Sell |
33,400
-2,028
| -6% | -$35.9K | 0.05% | 317 |
|
|
2020
Q2 | $624K | Sell |
35,428
-1,470
| -4% | -$25.9K | 0.05% | 298 |
|
|
2020
Q1 | $604K | Buy |
36,898
+13,712
| +59% | +$224K | 0.06% | 269 |
|
|
2019
Q4 | $533K | Buy |
23,186
+758
| +3% | +$17.4K | 0.05% | 320 |
|
|
2019
Q3 | $529K | Sell |
22,428
-3,700
| -14% | -$87.3K | 0.05% | 318 |
|
|
2019
Q2 | $581K | Buy |
26,128
+6,356
| +32% | +$141K | 0.06% | 280 |
|
|
2019
Q1 | $439K | Sell |
19,772
-1,616
| -8% | -$35.9K | 0.05% | 292 |
|
|
2018
Q4 | $412K | Sell |
21,388
-5,296
| -20% | -$102K | 0.06% | 272 |
|
|
2018
Q3 | $557K | Buy |
26,684
+798
| +3% | +$16.7K | 0.07% | 248 |
|
|
2018
Q2 | $541K | Sell |
25,886
-616
| -2% | -$12.9K | 0.07% | 225 |
|
|
2018
Q1 | $507K | Sell |
26,502
-188
| -0.7% | -$3.6K | 0.07% | 224 |
|
|
2017
Q4 | $555K | Buy |
+26,690
| New | +$555K | 0.08% | 190 |
|