Aptus Capital 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 | $199K | Sell |
9,384
-69
| -0.7% | -$1.46K | ﹤0.01% | 942 |
|
|
2025
Q1 | $203K | Sell |
9,453
-154
| -2% | -$3.31K | ﹤0.01% | 884 |
|
|
2024
Q4 | $202K | Buy |
9,607
+3,446
| +56% | +$72.6K | ﹤0.01% | 880 |
|
|
2024
Q3 | $143K | Sell |
6,161
-331
| -5% | -$7.67K | ﹤0.01% | 808 |
|
|
2024
Q2 | $130K | Buy |
6,492
+1,000
| +18% | +$20K | ﹤0.01% | 782 |
|
|
2024
Q1 | $111K | Buy |
5,492
+4,893
| +817% | +$99.3K | ﹤0.01% | 806 |
|
|
2023
Q4 | $12.4K | Buy |
599
+399
| +200% | +$8.26K | ﹤0.01% | 780 |
|
|
2023
Q3 | $3.55K | Hold |
200
| – | – | ﹤0.01% | 843 |
|
|
2023
Q2 | $3.91K | Hold |
200
| – | – | ﹤0.01% | 728 |
|
|
2023
Q1 | $3.9K | Sell |
200
-5,237
| -96% | -$102K | ﹤0.01% | 739 |
|
|
2022
Q4 | $105K | Buy |
5,437
+861
| +19% | +$16.6K | ﹤0.01% | 528 |
|
|
2022
Q3 | $86K | Sell |
4,576
-158
| -3% | -$2.97K | ﹤0.01% | 505 |
|
|
2022
Q2 | $100K | Buy |
4,734
+264
| +6% | +$5.58K | ﹤0.01% | 411 |
|
|
2022
Q1 | $111K | Buy |
4,470
+4,270
| +2,135% | +$106K | ﹤0.01% | 451 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 513 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 478 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 506 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 435 |
|
|
2020
Q3 | $3K | Sell |
200
-2
| -1% | -$30 | ﹤0.01% | 422 |
|
|
2020
Q2 | $3K | Sell |
202
-1,010
| -83% | -$15K | ﹤0.01% | 381 |
|
|
2020
Q1 | $19K | Sell |
1,212
-16
| -1% | -$251 | ﹤0.01% | 333 |
|
|
2019
Q4 | $28K | Buy |
1,228
+152
| +14% | +$3.47K | ﹤0.01% | 375 |
|
|
2019
Q3 | $25K | Buy |
+1,076
| New | +$25K | ﹤0.01% | 373 |
|