Allen Capital Group’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 | $285K | Sell |
13,492
-945
| -7% | -$20K | 0.03% | 224 |
|
|
2025
Q1 | $311K | Sell |
14,437
-2,476
| -15% | -$53.3K | 0.04% | 200 |
|
|
2024
Q4 | $356K | Buy |
16,913
+207
| +1% | +$4.36K | 0.04% | 180 |
|
|
2024
Q3 | $387K | Sell |
16,706
-234
| -1% | -$5.42K | 0.05% | 167 |
|
|
2024
Q2 | $338K | Buy |
16,940
+366
| +2% | +$7.31K | 0.05% | 162 |
|
|
2024
Q1 | $336K | Sell |
16,574
-59
| -0.4% | -$1.2K | 0.05% | 149 |
|
|
2023
Q4 | $344K | Sell |
16,633
-837
| -5% | -$17.3K | 0.05% | 136 |
|
|
2023
Q3 | $304K | Sell |
17,470
-1,611
| -8% | -$28.1K | 0.05% | 135 |
|
|
2023
Q2 | $373K | Sell |
19,081
-26
| -0.1% | -$508 | 0.06% | 133 |
|
|
2023
Q1 | $373K | Buy |
+19,107
| New | +$373K | 0.07% | 132 |
|
|
2020
Q3 | – | Sell |
-18,296
| Closed | -$322K | – | 140 |
|
|
2020
Q2 | $322K | Sell |
18,296
-660
| -3% | -$11.6K | 0.09% | 102 |
|
|
2020
Q1 | $310K | Sell |
18,956
-5,820
| -23% | -$95.2K | 0.1% | 97 |
|
|
2019
Q4 | $569K | Sell |
24,776
-2,730
| -10% | -$62.7K | 0.15% | 93 |
|
|
2019
Q3 | $646K | Sell |
27,506
-98,476
| -78% | -$2.31M | 0.2% | 80 |
|
|
2019
Q2 | $2.8M | Buy |
125,982
+2,522
| +2% | +$56K | 0.9% | 26 |
|
|
2019
Q1 | $2.74M | Buy |
123,460
+4,142
| +3% | +$92K | 0.91% | 26 |
|
|
2018
Q4 | $2.44M | Sell |
119,318
-8,716
| -7% | -$178K | 0.86% | 27 |
|
|
2018
Q3 | $2.67M | Buy |
128,034
+7,730
| +6% | +$161K | 0.89% | 29 |
|
|
2018
Q2 | $2.51M | Buy |
+120,304
| New | +$2.51M | 0.93% | 27 |
|