Appleton Partners’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 | $4.39M | Buy |
207,261
+990
| +0.5% | +$21K | 0.31% | 79 |
|
|
2025
Q1 | $4.44M | Buy |
206,271
+6,885
| +3% | +$148K | 0.34% | 76 |
|
|
2024
Q4 | $4.2M | Sell |
199,386
-168
| -0.1% | -$3.54K | 0.31% | 80 |
|
|
2024
Q3 | $4.62M | Sell |
199,554
-1,590
| -0.8% | -$36.8K | 0.34% | 80 |
|
|
2024
Q2 | $4.02M | Buy |
201,144
+1,811
| +0.9% | +$36.2K | 0.31% | 84 |
|
|
2024
Q1 | $4.05M | Buy |
199,333
+12,047
| +6% | +$245K | 0.31% | 85 |
|
|
2023
Q4 | $3.88M | Buy |
187,286
+5,788
| +3% | +$120K | 0.31% | 81 |
|
|
2023
Q3 | $3.22M | Buy |
181,498
+1,781
| +1% | +$31.6K | 0.29% | 85 |
|
|
2023
Q2 | $3.51M | Buy |
179,717
+3,718
| +2% | +$72.6K | 0.3% | 85 |
|
|
2023
Q1 | $3.43M | Buy |
175,999
+2,130
| +1% | +$41.5K | 0.31% | 81 |
|
|
2022
Q4 | $3.35M | Buy |
173,869
+6,751
| +4% | +$130K | 0.32% | 77 |
|
|
2022
Q3 | $3.12M | Buy |
167,118
+5,535
| +3% | +$103K | 0.31% | 81 |
|
|
2022
Q2 | $3.41M | Buy |
161,583
+3,685
| +2% | +$77.7K | 0.32% | 83 |
|
|
2022
Q1 | $3.93M | Buy |
157,898
+4,758
| +3% | +$118K | 0.32% | 84 |
|
|
2021
Q4 | $4.03M | Buy |
153,140
+3,156
| +2% | +$83.1K | 0.3% | 83 |
|
|
2021
Q3 | $3.43M | Buy |
149,984
+5,630
| +4% | +$129K | 0.29% | 89 |
|
|
2021
Q2 | $3.31M | Buy |
144,354
+8,084
| +6% | +$185K | 0.28% | 88 |
|
|
2021
Q1 | $2.8M | Buy |
136,270
+11,952
| +10% | +$246K | 0.26% | 92 |
|
|
2020
Q4 | $2.36M | Sell |
124,318
-1,558
| -1% | -$29.6K | 0.23% | 91 |
|
|
2020
Q3 | $2.23M | Sell |
125,876
-12,940
| -9% | -$229K | 0.25% | 90 |
|
|
2020
Q2 | $2.45M | Sell |
138,816
-11,600
| -8% | -$204K | 0.29% | 82 |
|
|
2020
Q1 | $2.46M | Buy |
150,416
+356
| +0.2% | +$5.83K | 0.34% | 74 |
|
|
2019
Q4 | $3.45M | Buy |
150,060
+684
| +0.5% | +$15.7K | 0.38% | 70 |
|
|
2019
Q3 | $3.52M | Buy |
149,376
+694
| +0.5% | +$16.4K | 0.43% | 65 |
|
|
2019
Q2 | $3.3M | Buy |
148,682
+8,200
| +6% | +$182K | 0.41% | 66 |
|
|
2019
Q1 | $3.12M | Buy |
140,482
+3,968
| +3% | +$88.2K | 0.41% | 68 |
|
|
2018
Q4 | $2.63M | Buy |
136,514
+4,536
| +3% | +$87.4K | 0.39% | 72 |
|
|
2018
Q3 | $2.75M | Buy |
131,978
+20
| +0% | +$417 | 0.37% | 79 |
|
|
2018
Q2 | $2.76M | Buy |
131,958
+5,724
| +5% | +$120K | 0.39% | 77 |
|
|
2018
Q1 | $2.41M | Buy |
126,234
+6,488
| +5% | +$124K | 0.37% | 81 |
|
|
2017
Q4 | $2.49M | Buy |
119,746
+3,886
| +3% | +$80.9K | 0.39% | 77 |
|
|
2017
Q3 | $2.38M | Buy |
115,860
+4,590
| +4% | +$94.4K | 0.4% | 75 |
|
|
2017
Q2 | $2.29M | Buy |
111,270
+16,264
| +17% | +$335K | 0.39% | 77 |
|
|
2017
Q1 | $1.94M | Buy |
+95,006
| New | +$1.94M | 0.36% | 79 |
|