Aptus Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $150K | Sell |
6,981
-313
| -4% | -$6.86K | ﹤0.01% | 1062 |
|
|
2025
Q4 | $152K | Sell |
7,294
-451
| -6% | -$9.56K | ﹤0.01% | 1076 |
|
|
2025
Q3 | $167K | Sell |
7,745
-1,639
| -17% | -$35K | ﹤0.01% | 1013 |
|
|
2025
Q2 | $199K | Sell |
9,384
-69
| -0.7% | -$1.45K | ﹤0.01% | 952 |
|
|
2025
Q1 | $203K | Sell |
9,453
-154
| -2% | -$3.29K | ﹤0.01% | 889 |
|
|
2024
Q4 | $202K | Buy |
9,607
+3,446
| +56% | +$77K | ﹤0.01% | 888 |
|
|
2024
Q3 | $143K | Sell |
6,161
-331
| -5% | -$7.24K | ﹤0.01% | 809 |
|
|
2024
Q2 | $130K | Buy |
6,492
+1,000
| +18% | +$19.5K | ﹤0.01% | 785 |
|
|
2024
Q1 | $111K | Buy |
5,492
+4,893
| +817% | +$98.1K | ﹤0.01% | 811 |
|
|
2023
Q4 | $12.4K | Buy |
599
+399
| +200% | +$7.42K | ﹤0.01% | 782 |
|
|
2023
Q3 | $3.55K | Hold |
200
| – | – | ﹤0.01% | 846 |
|
|
2023
Q2 | $3.91K | Hold |
200
| – | – | ﹤0.01% | 739 |
|
|
2023
Q1 | $3.9K | Sell |
200
-5,237
| -96% | -$105K | ﹤0.01% | 741 |
|
|
2022
Q4 | $105K | Buy |
5,437
+861
| +19% | +$16.6K | ﹤0.01% | 530 |
|
|
2022
Q3 | $86K | Sell |
4,576
-158
| -3% | -$3.42K | ﹤0.01% | 509 |
|
|
2022
Q2 | $100K | Buy |
4,734
+264
| +6% | +$6.08K | ﹤0.01% | 418 |
|
|
2022
Q1 | $111K | Buy |
4,470
+4,270
| +2,135% | +$103K | ﹤0.01% | 460 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 522 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 525 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 489 |
|
|
2020
Q4 | $3K | Hold |
200
| – | – | ﹤0.01% | 454 |
|
|
2020
Q3 | $3K | Sell |
200
-2
| -1% | -$36 | ﹤0.01% | 446 |
|
|
2020
Q2 | $3K | Sell |
202
-1,010
| -83% | -$17.5K | ﹤0.01% | 397 |
|
|
2020
Q1 | $19K | Sell |
1,212
-16
| -1% | -$341 | ﹤0.01% | 347 |
|
|
2019
Q4 | $28K | Buy |
1,228
+152
| +14% | +$3.54K | ﹤0.01% | 423 |
|
|
2019
Q3 | $25K | Buy |
+1,076
| New | +$24.7K | ﹤0.01% | 417 |
|
Other funds holding SCHH
DI
BEI