Avantax Advisory Services’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 | $1.96M | Sell |
92,612
-2,640
| -3% | -$55.9K | 0.01% | 810 |
|
|
2025
Q1 | $2.05M | Sell |
95,252
-1,395
| -1% | -$30K | 0.01% | 726 |
|
|
2024
Q4 | $2.04M | Buy |
96,647
+4,835
| +5% | +$102K | 0.01% | 700 |
|
|
2024
Q3 | $2.13M | Sell |
91,812
-8,283
| -8% | -$192K | 0.01% | 675 |
|
|
2024
Q2 | $2M | Buy |
100,095
+26,027
| +35% | +$520K | 0.01% | 662 |
|
|
2024
Q1 | $1.5M | Sell |
74,068
-6,161
| -8% | -$125K | 0.01% | 625 |
|
|
2023
Q4 | $1.66M | Buy |
80,229
+20,682
| +35% | +$428K | 0.02% | 560 |
|
|
2023
Q3 | $1.06M | Buy |
59,547
+1,236
| +2% | +$21.9K | 0.01% | 670 |
|
|
2023
Q2 | $1.14M | Buy |
58,311
+774
| +1% | +$15.1K | 0.01% | 634 |
|
|
2023
Q1 | $1.12M | Sell |
57,537
-39,981
| -41% | -$780K | 0.01% | 627 |
|
|
2022
Q4 | $1.88M | Buy |
97,518
+39,136
| +67% | +$755K | 0.03% | 441 |
|
|
2022
Q3 | $1.09M | Buy |
58,382
+8,003
| +16% | +$150K | 0.02% | 535 |
|
|
2022
Q2 | $1.06M | Buy |
50,379
+8,455
| +20% | +$178K | 0.02% | 532 |
|
|
2022
Q1 | $1.04M | Buy |
41,924
+2,448
| +6% | +$61K | 0.01% | 533 |
|
|
2021
Q4 | $1.04M | Buy |
39,476
+4,950
| +14% | +$130K | 0.02% | 528 |
|
|
2021
Q3 | $787K | Buy |
34,526
+15,458
| +81% | +$352K | 0.01% | 561 |
|
|
2021
Q2 | $437K | Buy |
19,068
+2,042
| +12% | +$46.8K | 0.01% | 753 |
|
|
2021
Q1 | $350K | Sell |
17,026
-13,862
| -45% | -$285K | 0.01% | 746 |
|
|
2020
Q4 | $587K | Buy |
30,888
+4,690
| +18% | +$89.1K | 0.01% | 504 |
|
|
2020
Q3 | $464K | Sell |
26,198
-2,534
| -9% | -$44.9K | 0.01% | 824 |
|
|
2020
Q2 | $507K | Sell |
28,732
-59,430
| -67% | -$1.05M | 0.01% | 480 |
|
|
2020
Q1 | $1.45M | Buy |
88,162
+56,612
| +179% | +$930K | 0.04% | 239 |
|
|
2019
Q4 | $723K | Buy |
+31,550
| New | +$723K | 0.02% | 397 |
|