Arax Advisory Partners’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 | $53.5K | Buy |
2,488
+648
| +35% | +$14.2K | ﹤0.01% | 1671 |
|
|
2025
Q4 | $38.4K | Buy |
+1,840
| New | +$39K | ﹤0.01% | 1752 |
|
|
2025
Q3 | – | Sell |
-1,423
| Closed | -$30.1K | – | 4164 |
|
|
2025
Q2 | $30.1K | Sell |
1,423
-2
| -0.1% | -$42 | ﹤0.01% | 1473 |
|
|
2025
Q1 | $30.6K | Buy |
1,425
+353
| +33% | +$7.54K | ﹤0.01% | 1126 |
|
|
2024
Q4 | $22.6K | Buy |
1,072
+1,005
| +1,500% | +$22.5K | ﹤0.01% | 1166 |
|
|
2024
Q3 | $1.54K | Buy |
67
+1
| +2% | +$22 | ﹤0.01% | 2135 |
|
|
2024
Q2 | $1.31K | Hold |
66
| – | – | ﹤0.01% | 2096 |
|
|
2024
Q1 | $1.33K | Buy |
66
+1
| +2% | +$20 | ﹤0.01% | 1104 |
|
|
2023
Q4 | $1.35K | Sell |
65
-187
| -74% | -$3.48K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $4.47K | Buy |
252
+188
| +294% | +$3.62K | ﹤0.01% | 899 |
|
|
2023
Q2 | $1.25K | Buy |
64
+1
| +2% | +$19 | ﹤0.01% | 1074 |
|
|
2023
Q1 | $1.24K | Sell |
63
-30
| -32% | -$601 | ﹤0.01% | 1065 |
|
|
2022
Q4 | $1.79K | Buy |
93
+31
| +50% | +$597 | ﹤0.01% | 961 |
|
|
2022
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 1143 |
|
|
2022
Q2 | $1K | Sell |
62
-72
| -54% | -$1.66K | ﹤0.01% | 1111 |
|
|
2022
Q1 | $3K | Hold |
134
| – | – | ﹤0.01% | 896 |
|
|
2021
Q4 | $4K | Sell |
134
-30
| -18% | -$739 | ﹤0.01% | 813 |
|
|
2021
Q3 | $4K | Hold |
164
| – | – | ﹤0.01% | 793 |
|
|
2021
Q2 | $4K | Buy |
+164
| New | +$3.65K | ﹤0.01% | 791 |
|
|
2020
Q4 | $3K | Buy |
164
+102
| +165% | +$1.89K | ﹤0.01% | 653 |
|
|
2020
Q3 | $1K | Hold |
62
| – | – | ﹤0.01% | 675 |
|
|
2020
Q2 | $1K | Hold |
62
| – | – | ﹤0.01% | 661 |
|
|
2020
Q1 | $1K | Hold |
62
| – | – | ﹤0.01% | 658 |
|
|
2019
Q4 | $1K | Hold |
62
| – | – | ﹤0.01% | 574 |
|
|
2019
Q3 | $1K | Buy |
+62
| New | +$1.42K | ﹤0.01% | 576 |
|
Other funds holding SCHH
DI
BEI