Advisory Services Network’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
2026
Q1
$380K Buy
+17,677
New +$388K 0.01% 1439
2025
Q4
Sell
-3,126
Closed -$67.4K 3816
2025
Q3
$67.4K Buy
+3,126
New +$66.7K ﹤0.01% 2280
2024
Q1
Sell
-980
Closed -$20.3K 3275
2023
Q4
$20.3K Buy
+980
New +$18.2K ﹤0.01% 2517
2023
Q2
Sell
-1,040
Closed -$20.3K 3271
2023
Q1
$20.3K Sell
1,040
-233
-18% -$4.67K ﹤0.01% 2531
2022
Q4
$24.6K Buy
+1,273
New +$24.5K ﹤0.01% 2354
2021
Q3
Sell
-43,834
Closed -$1M 2907
2021
Q2
$1M Buy
43,834
+226
+0.5% +$5.02K 0.03% 584
2021
Q1
$896K Sell
43,608
-272
-0.6% -$5.32K 0.03% 586
2020
Q4
$833K Sell
43,880
-17,972
-29% -$332K 0.03% 552
2020
Q3
$1.09M Buy
61,852
+1,132
+2% +$20.4K 0.05% 388
2020
Q2
$1.07M Sell
60,720
-52,698
-46% -$915K 0.06% 373
2020
Q1
$1.86M Buy
113,418
+1,084
+1% +$23.1K 0.12% 207
2019
Q4
$2.58M Buy
112,334
+25,708
+30% +$599K 0.14% 190
2019
Q3
$1.93M Hold
86,626
0.12% 219
2019
Q2
$1.93M Buy
86,626
+38,314
+79% +$855K 0.12% 219
2019
Q1
$1.07M Sell
48,312
-510
-1% -$10.8K 0.08% 339
2018
Q4
$940K Buy
48,822
+880
+2% +$18K 0.08% 327
2018
Q3
$1M Sell
47,942
-572
-1% -$12.1K 0.07% 344
2018
Q2
$1.01M Buy
48,514
+5,490
+13% +$109K 0.08% 343
2018
Q1
$823K Buy
43,024
+4,468
+12% +$86.1K 0.07% 385
2017
Q4
$802K Buy
38,556
+5,384
+16% +$112K 0.07% 354
2017
Q3
$682K Buy
33,172
+13,036
+65% +$269K 0.08% 329
2017
Q2
$415K Buy
20,136
+8,378
+71% +$172K 0.05% 424
2017
Q1
$240K Buy
+11,758
New +$241K 0.03% 546
2016
Q3
$41K Buy
1,926
+10
+0.5% +$219 0.01% 927
2016
Q2
$42K Buy
1,916
+10
+0.5% +$206 0.01% 841
2016
Q1
$39K Buy
1,906
+18
+1% +$346 0.01% 729
2015
Q4
$37K Sell
1,888
-908
-32% -$17.7K 0.01% 655
2015
Q3
$52K Buy
+2,796
New +$52.4K 0.02% 524

Other funds holding SCHH