AE 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $153K | Buy |
7,101
+126
| +2% | +$2.76K | ﹤0.01% | 1672 |
|
|
2025
Q4 | $146K | Buy |
6,975
+1,188
| +21% | +$25.2K | ﹤0.01% | 1592 |
|
|
2025
Q3 | $125K | Buy |
5,787
+1,483
| +34% | +$31.6K | ﹤0.01% | 1506 |
|
|
2025
Q2 | $91.1K | Sell |
4,304
-1,003
| -19% | -$21K | ﹤0.01% | 1506 |
|
|
2025
Q1 | $114K | Buy |
5,307
+627
| +13% | +$13.4K | ﹤0.01% | 1409 |
|
|
2024
Q4 | $98.6K | Buy |
+4,680
| New | +$105K | ﹤0.01% | 1429 |
|
|
2024
Q2 | – | Sell |
-60,458
| Closed | -$1.23M | – | 1270 |
|
|
2024
Q1 | $1.23M | Sell |
60,458
-14,878
| -20% | -$298K | 0.01% | 612 |
|
|
2023
Q4 | $1.5M | Buy |
75,336
+11,700
| +18% | +$217K | 0.01% | 1012 |
|
|
2023
Q3 | $1.13M | Sell |
63,636
-4,867
| -7% | -$93.6K | 0.01% | 1051 |
|
|
2023
Q2 | $1.34M | Sell |
68,503
-1,809
| -3% | -$34.7K | 0.01% | 975 |
|
|
2023
Q1 | $1.37M | Sell |
70,312
-17,274
| -20% | -$346K | 0.01% | 927 |
|
|
2022
Q4 | $1.69M | Sell |
87,586
-31,966
| -27% | -$615K | 0.01% | 805 |
|
|
2022
Q3 | $2.23M | Buy |
119,552
+10,639
| +10% | +$230K | 0.02% | 660 |
|
|
2022
Q2 | $2.3M | Sell |
108,913
-65,980
| -38% | -$1.52M | 0.02% | 626 |
|
|
2022
Q1 | $4.35M | Buy |
174,893
+48,897
| +39% | +$1.18M | 0.03% | 482 |
|
|
2021
Q4 | $3.32M | Buy |
125,996
+16,048
| +15% | +$395K | 0.02% | 538 |
|
|
2021
Q3 | $2.51M | Buy |
109,948
+66,326
| +152% | +$1.58M | 0.02% | 576 |
|
|
2021
Q2 | $999K | Buy |
43,622
+4,822
| +12% | +$107K | 0.01% | 840 |
|
|
2021
Q1 | $797K | Sell |
38,800
-569,490
| -94% | -$11.1M | 0.01% | 853 |
|
|
2020
Q4 | $11.5M | Buy |
608,290
+571,180
| +1,539% | +$10.6M | 0.13% | 158 |
|
|
2020
Q3 | $656K | Sell |
37,110
-15,670
| -30% | -$282K | 0.01% | 766 |
|
|
2020
Q2 | $929K | Buy |
52,780
+8,422
| +19% | +$146K | 0.01% | 653 |
|
|
2020
Q1 | $726K | Sell |
44,358
-17,668
| -28% | -$377K | 0.02% | 565 |
|
|
2019
Q4 | $1.43M | Buy |
62,026
+4,346
| +8% | +$101K | 0.03% | 445 |
|
|
2019
Q3 | $1.36M | Sell |
57,680
-12,542
| -18% | -$288K | 0.04% | 359 |
|
|
2019
Q2 | $1.56M | Buy |
70,222
+55,590
| +380% | +$1.24M | 0.05% | 293 |
|
|
2019
Q1 | $325K | Buy |
+14,632
| New | +$311K | 0.02% | 434 |
|
|
2018
Q4 | – | Sell |
-24,796
| Closed | -$517K | – | 581 |
|
|
2018
Q3 | $517K | Sell |
24,796
-636
| -3% | -$13.4K | 0.03% | 310 |
|
|
2018
Q2 | $531K | Sell |
25,432
-3,142
| -11% | -$62.2K | 0.04% | 249 |
|
|
2018
Q1 | $546K | Sell |
28,574
-6,398
| -18% | -$123K | 0.04% | 241 |
|
|
2017
Q4 | $728K | Buy |
+34,972
| New | +$727K | 0.06% | 200 |
|
Other funds holding SCHH
DI
BEI