Ancora Advisors’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 | $62.3K | Sell |
2,943
-513
| -15% | -$10.9K | ﹤0.01% | 965 |
|
|
2025
Q1 | $74.3K | Buy |
3,456
+490
| +17% | +$10.5K | ﹤0.01% | 909 |
|
|
2024
Q4 | $62.5K | Buy |
2,966
+1,052
| +55% | +$22.2K | ﹤0.01% | 941 |
|
|
2024
Q3 | $44.4K | Buy |
1,914
+21
| +1% | +$487 | ﹤0.01% | 993 |
|
|
2024
Q2 | $37.8K | Buy |
1,893
+40
| +2% | +$799 | ﹤0.01% | 990 |
|
|
2024
Q1 | $37.6K | Buy |
1,853
+7
| +0.4% | +$142 | ﹤0.01% | 1004 |
|
|
2023
Q4 | $38.2K | Buy |
1,846
+15
| +0.8% | +$311 | ﹤0.01% | 975 |
|
|
2023
Q3 | $32.5K | Buy |
1,831
+10
| +0.5% | +$178 | ﹤0.01% | 993 |
|
|
2023
Q2 | $35.6K | Sell |
1,821
-1,597
| -47% | -$31.2K | ﹤0.01% | 964 |
|
|
2023
Q1 | $66.7K | Buy |
3,418
+8
| +0.2% | +$156 | ﹤0.01% | 825 |
|
|
2022
Q4 | $66K | Sell |
3,410
-1,677
| -33% | -$32.5K | ﹤0.01% | 881 |
|
|
2022
Q3 | $95K | Sell |
5,087
-443
| -8% | -$8.27K | ﹤0.01% | 885 |
|
|
2022
Q2 | $117K | Buy |
5,530
+460
| +9% | +$9.73K | ﹤0.01% | 894 |
|
|
2022
Q1 | $126K | Buy |
5,070
+2
| +0% | +$50 | ﹤0.01% | 931 |
|
|
2021
Q4 | $134K | Hold |
5,068
| – | – | ﹤0.01% | 924 |
|
|
2021
Q3 | $116K | Buy |
5,068
+1,610
| +47% | +$36.9K | ﹤0.01% | 915 |
|
|
2021
Q2 | $79K | Hold |
3,458
| – | – | ﹤0.01% | 952 |
|
|
2021
Q1 | $71K | Hold |
3,458
| – | – | ﹤0.01% | 941 |
|
|
2020
Q4 | $66K | Hold |
3,458
| – | – | ﹤0.01% | 809 |
|
|
2020
Q3 | $61K | Hold |
3,458
| – | – | ﹤0.01% | 787 |
|
|
2020
Q2 | $61K | Sell |
3,458
-15,720
| -82% | -$277K | ﹤0.01% | 769 |
|
|
2020
Q1 | $314K | Sell |
19,178
-376
| -2% | -$6.16K | 0.01% | 534 |
|
|
2019
Q4 | $449K | Hold |
19,554
| – | – | 0.02% | 508 |
|
|
2019
Q3 | $461K | Sell |
19,554
-1,644
| -8% | -$38.8K | 0.02% | 467 |
|
|
2019
Q2 | $471K | Sell |
21,198
-1,970
| -9% | -$43.8K | 0.02% | 437 |
|
|
2019
Q1 | $515K | Hold |
23,168
| – | – | 0.02% | 421 |
|
|
2018
Q4 | $446K | Sell |
23,168
-812
| -3% | -$15.6K | 0.02% | 432 |
|
|
2018
Q3 | $500K | Buy |
23,980
+688
| +3% | +$14.3K | 0.02% | 484 |
|
|
2018
Q2 | $487K | Sell |
23,292
-858
| -4% | -$17.9K | 0.02% | 487 |
|
|
2018
Q1 | $462K | Hold |
24,150
| – | – | 0.02% | 489 |
|
|
2017
Q4 | $503K | Hold |
24,150
| – | – | 0.03% | 436 |
|
|
2017
Q3 | $497K | Hold |
24,150
| – | – | 0.03% | 458 |
|
|
2017
Q2 | $498K | Buy |
24,150
+1,686
| +8% | +$34.8K | 0.03% | 426 |
|
|
2017
Q1 | $458K | Buy |
22,464
+4
| +0% | +$82 | 0.03% | 433 |
|
|
2016
Q4 | $461K | Buy |
+22,460
| New | +$461K | 0.03% | 414 |
|