AssetMark Inc’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.5K | Sell |
2,481
-2,818
| -53% | -$59.6K | ﹤0.01% | 1547 |
|
|
2025
Q1 | $114K | Buy |
5,299
+2,235
| +73% | +$48.1K | ﹤0.01% | 1248 |
|
|
2024
Q4 | $64.5K | Buy |
3,064
+2,319
| +311% | +$48.8K | ﹤0.01% | 1348 |
|
|
2024
Q3 | $17.3K | Sell |
745
-875
| -54% | -$20.3K | ﹤0.01% | 1528 |
|
|
2024
Q2 | $32.4K | Buy |
1,620
+918
| +131% | +$18.3K | ﹤0.01% | 1307 |
|
|
2024
Q1 | $14.3K | Buy |
+702
| New | +$14.3K | ﹤0.01% | 1333 |
|
|
2023
Q4 | – | Sell |
-9,403
| Closed | -$167K | – | 1992 |
|
|
2023
Q3 | $167K | Buy |
9,403
+6,162
| +190% | +$109K | ﹤0.01% | 904 |
|
|
2023
Q2 | $63.3K | Buy |
+3,241
| New | +$63.3K | ﹤0.01% | 1024 |
|
|
2023
Q1 | – | Sell |
-7,359
| Closed | -$142K | – | 1698 |
|
|
2022
Q4 | $142K | Buy |
+7,359
| New | +$142K | ﹤0.01% | 871 |
|
|
2022
Q3 | – | Sell |
-305
| Closed | -$6K | – | 1617 |
|
|
2022
Q2 | $6K | Sell |
305
-608
| -67% | -$12K | ﹤0.01% | 1284 |
|
|
2022
Q1 | $23K | Buy |
+913
| New | +$23K | ﹤0.01% | 1052 |
|
|
2021
Q2 | – | Sell |
-763
| Closed | -$31K | – | 1516 |
|
|
2021
Q1 | $31K | Buy |
+763
| New | +$31K | ﹤0.01% | 804 |
|