Baird Financial Group’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 | $3.67M | Buy |
173,551
+24,927
| +17% | +$527K | 0.01% | 818 |
|
|
2025
Q1 | $3.2M | Sell |
148,624
-10,593
| -7% | -$228K | 0.01% | 821 |
|
|
2024
Q4 | $3.35M | Sell |
159,217
-5,180
| -3% | -$109K | 0.01% | 815 |
|
|
2024
Q3 | $3.81M | Buy |
164,397
+1,449
| +0.9% | +$33.6K | 0.01% | 770 |
|
|
2024
Q2 | $3.25M | Sell |
162,948
-9,338
| -5% | -$186K | 0.01% | 807 |
|
|
2024
Q1 | $3.5M | Sell |
172,286
-28,033
| -14% | -$569K | 0.01% | 786 |
|
|
2023
Q4 | $4.15M | Buy |
200,319
+181,063
| +940% | +$3.75M | 0.01% | 704 |
|
|
2023
Q3 | $342K | Buy |
19,256
+1,831
| +11% | +$32.5K | ﹤0.01% | 1463 |
|
|
2023
Q2 | $340K | Sell |
17,425
-59,468
| -77% | -$1.16M | ﹤0.01% | 1469 |
|
|
2023
Q1 | $1.5M | Sell |
76,893
-50,313
| -40% | -$981K | ﹤0.01% | 981 |
|
|
2022
Q4 | $2.45M | Buy |
127,206
+27,101
| +27% | +$523K | 0.01% | 808 |
|
|
2022
Q3 | $1.87M | Buy |
100,105
+73,570
| +277% | +$1.38M | 0.01% | 854 |
|
|
2022
Q2 | $560K | Sell |
26,535
-617
| -2% | -$13K | ﹤0.01% | 1305 |
|
|
2022
Q1 | $676K | Sell |
27,152
-874
| -3% | -$21.8K | ﹤0.01% | 1302 |
|
|
2021
Q4 | $738K | Buy |
28,026
+7,864
| +39% | +$207K | ﹤0.01% | 1317 |
|
|
2021
Q3 | $461K | Hold |
20,162
| – | – | ﹤0.01% | 1497 |
|
|
2021
Q2 | $462K | Sell |
20,162
-108
| -0.5% | -$2.48K | ﹤0.01% | 1423 |
|
|
2021
Q1 | $416K | Buy |
+20,270
| New | +$416K | ﹤0.01% | 1412 |
|