Aurora Investment Managers’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 | $249K | Buy |
+11,781
| New | +$249K | 0.15% | 44 |
|
|
2020
Q4 | – | Sell |
-325,116
| Closed | -$5.75M | – | 35 |
|
|
2020
Q3 | $5.75M | Sell |
325,116
-10,906
| -3% | -$193K | 5.21% | 8 |
|
|
2020
Q2 | $5.92M | Buy |
336,022
+26,676
| +9% | +$470K | 4.79% | 7 |
|
|
2020
Q1 | $5.06M | Buy |
309,346
+69,436
| +29% | +$1.14M | 5.61% | 5 |
|
|
2019
Q4 | $5.51M | Buy |
+239,910
| New | +$5.51M | 5.39% | 4 |
|