AWM Capital’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
$2.02M Hold
95,659
0.21% 33
2025
Q1
$2.06M Sell
95,659
-3,699
-4% -$79.6K 0.24% 31
2024
Q4
$2.09M Hold
99,358
0.26% 32
2024
Q3
$2.3M Hold
99,358
0.28% 29
2024
Q2
$1.98M Sell
99,358
-3,492
-3% -$69.7K 0.3% 31
2024
Q1
$2.09M Sell
102,850
-94
-0.1% -$1.91K 0.35% 29
2023
Q4
$2.13M Hold
102,944
0.39% 29
2023
Q3
$1.83M Hold
102,944
0.37% 31
2023
Q2
$2.01M Sell
102,944
-7,902
-7% -$154K 0.49% 28
2023
Q1
$2.16M Buy
110,846
+40
+0% +$780 0.61% 25
2022
Q4
$2.14M Hold
110,806
0.73% 24
2022
Q3
$2.18M Sell
110,806
-164
-0.1% -$3.23K 0.74% 24
2022
Q2
$2.34M Hold
110,970
1.15% 20
2022
Q1
$2.76M Hold
110,970
1.7% 14
2021
Q4
$2.92M Hold
110,970
2.22% 12
2021
Q3
$2.77M Buy
+110,970
New +$2.77M 2.07% 10