AlphaCore Capital’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 | $429K | Buy |
20,272
+18,450
| +1,013% | +$390K | 0.02% | 395 |
|
|
2025
Q1 | $39.2K | Buy |
1,822
+29
| +2% | +$624 | ﹤0.01% | 583 |
|
|
2024
Q4 | $37.8K | Sell |
1,793
-699
| -28% | -$14.7K | 0.01% | 212 |
|
|
2024
Q3 | $57.7K | Buy |
2,492
+1,912
| +330% | +$44.3K | 0.01% | 205 |
|
|
2024
Q2 | $11.7K | Sell |
580
-5,744
| -91% | -$116K | ﹤0.01% | 199 |
|
|
2024
Q1 | $128K | Buy |
6,324
+5,780
| +1,063% | +$117K | 0.03% | 152 |
|
|
2023
Q4 | $11.3K | Sell |
544
-451
| -45% | -$9.34K | ﹤0.01% | 319 |
|
|
2023
Q3 | $17.7K | Buy |
995
+435
| +78% | +$7.72K | ﹤0.01% | 308 |
|
|
2023
Q2 | $10.9K | Buy |
560
+16
| +3% | +$312 | ﹤0.01% | 291 |
|
|
2023
Q1 | $10.6K | Hold |
544
| – | – | ﹤0.01% | 199 |
|
|
2022
Q4 | $10.5K | Hold |
544
| – | – | ﹤0.01% | 135 |
|
|
2022
Q3 | $10K | Sell |
544
-136
| -20% | -$2.5K | ﹤0.01% | 112 |
|
|
2022
Q2 | $14K | Buy |
+680
| New | +$14K | 0.01% | 123 |
|
|
2020
Q1 | – | Sell |
-22
| Closed | -$1K | – | 360 |
|
|
2019
Q4 | $1K | Buy |
+22
| New | +$1K | ﹤0.01% | 129 |
|