Bailard’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $517K | Hold |
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|
2025
Q2 | $507K | Sell |
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|
2025
Q1 | $540K | Buy |
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|
2024
Q4 | $407K | Buy |
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|
2024
Q3 | $400K | Buy |
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|
2024
Q2 | $333K | Sell |
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|
2024
Q1 | $362K | Buy |
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|
2023
Q4 | $354K | Buy |
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|
2023
Q3 | $302K | Sell |
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|
2023
Q2 | $506K | Buy |
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|
2023
Q1 | $411K | Sell |
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|
2022
Q4 | $410K | Sell |
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|
2022
Q3 | $416K | Sell |
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|
2022
Q2 | $518K | Sell |
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|
2022
Q1 | $767K | Buy |
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|
2021
Q4 | $620K | Buy |
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|
2021
Q3 | $535K | Buy |
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|
2021
Q2 | $512K | Buy |
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|
2021
Q1 | $404K | Sell |
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|
2020
Q4 | $375K | Sell |
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|
2020
Q3 | $393K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $511K | Sell |
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|
2019
Q4 | $765K | Sell |
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|
2019
Q3 | $792K | Sell |
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|
2019
Q2 | $749K | Sell |
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|
2019
Q1 | $750K | Buy |
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|
2018
Q4 | $648K | Buy |
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|
2018
Q3 | $690K | Buy |
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|
2018
Q2 | $650K | Sell |
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|
2018
Q1 | $611K | Sell |
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|
2017
Q4 | $799K | Buy |
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|
2017
Q3 | $591K | Sell |
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|
2017
Q2 | $602K | Sell |
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|
2017
Q1 | $614K | Sell |
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|
2016
Q4 | $873K | Buy |
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|
2016
Q3 | $868K | Buy |
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|
2016
Q2 | $861K | Buy |
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|
2016
Q1 | $528K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $441K | Sell |
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|
2015
Q2 | $507K | Buy |
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|
2015
Q1 | $225K | Hold |
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|
2014
Q4 | $216K | Buy |
|