Bank of Montreal’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 | $5.76K | Buy |
272
+170
| +167% | +$3.6K | ﹤0.01% | 3077 |
|
|
2025
Q1 | $2.19K | Sell |
102
-2,508
| -96% | -$53.9K | ﹤0.01% | 3094 |
|
|
2024
Q4 | $55K | Buy |
2,610
+735
| +39% | +$15.5K | ﹤0.01% | 2778 |
|
|
2024
Q3 | $43.1K | Buy |
+1,875
| New | +$43.1K | ﹤0.01% | 3100 |
|
|
2024
Q2 | – | Sell |
-29,200
| Closed | -$594K | – | 3795 |
|
|
2024
Q1 | $594K | Buy |
+29,200
| New | +$594K | ﹤0.01% | 2060 |
|
|
2023
Q4 | – | Sell |
-235
| Closed | -$4.55K | – | 3716 |
|
|
2023
Q3 | $4.55K | Sell |
235
-932
| -80% | -$18K | ﹤0.01% | 3225 |
|
|
2023
Q2 | $22.9K | Sell |
1,167
-387
| -25% | -$7.6K | ﹤0.01% | 3309 |
|
|
2023
Q1 | $30.3K | Hold |
1,554
| – | – | ﹤0.01% | 3160 |
|
|
2022
Q4 | $30K | Hold |
1,554
| – | – | ﹤0.01% | 3176 |
|
|
2022
Q3 | $33 | Sell |
1,554
-1,040
| -40% | -$22 | ﹤0.01% | 3224 |
|
|
2022
Q2 | $56 | Buy |
2,594
+1,040
| +67% | +$22 | ﹤0.01% | 3150 |
|
|
2022
Q1 | $39K | Sell |
1,554
-2,102
| -57% | -$52.8K | ﹤0.01% | 3307 |
|
|
2021
Q4 | $96K | Buy |
3,656
+2,102
| +135% | +$55.2K | ﹤0.01% | 3066 |
|
|
2021
Q3 | $38K | Buy |
+1,554
| New | +$38K | ﹤0.01% | 3373 |
|
|
2021
Q2 | – | Sell |
-1,126
| Closed | -$24K | – | 4375 |
|
|
2021
Q1 | $24K | Buy |
1,126
+140
| +14% | +$2.98K | ﹤0.01% | 3592 |
|
|
2020
Q4 | $18K | Sell |
986
-484
| -33% | -$8.84K | ﹤0.01% | 3984 |
|
|
2020
Q3 | $27K | Sell |
1,470
-12
| -0.8% | -$220 | ﹤0.01% | 3295 |
|
|
2020
Q2 | $26K | Sell |
1,482
-76
| -5% | -$1.33K | ﹤0.01% | 3369 |
|
|
2020
Q1 | $23K | Sell |
1,558
-1,472
| -49% | -$21.7K | ﹤0.01% | 2893 |
|
|
2019
Q4 | $70K | Sell |
3,030
-4,448
| -59% | -$103K | ﹤0.01% | 3157 |
|
|
2019
Q3 | $177K | Buy |
7,478
+1,612
| +27% | +$38.2K | ﹤0.01% | 2532 |
|
|
2019
Q2 | $130K | Sell |
5,866
-740
| -11% | -$16.4K | ﹤0.01% | 2748 |
|
|
2019
Q1 | $147K | Sell |
6,606
-2,898
| -30% | -$64.5K | ﹤0.01% | 2514 |
|
|
2018
Q4 | $183K | Buy |
9,504
+7,616
| +403% | +$147K | ﹤0.01% | 2352 |
|
|
2018
Q3 | $39K | Sell |
1,888
-6
| -0.3% | -$124 | ﹤0.01% | 3176 |
|
|
2018
Q2 | $40K | Buy |
1,894
+130
| +7% | +$2.75K | ﹤0.01% | 3179 |
|
|
2018
Q1 | $34K | Buy |
1,764
+436
| +33% | +$8.4K | ﹤0.01% | 3111 |
|
|
2017
Q4 | $28K | Buy |
1,328
+140
| +12% | +$2.95K | ﹤0.01% | 3165 |
|
|
2017
Q3 | $24K | Sell |
1,188
-32
| -3% | -$646 | ﹤0.01% | 3184 |
|
|
2017
Q2 | $25K | Buy |
1,220
+212
| +21% | +$4.34K | ﹤0.01% | 3149 |
|
|
2017
Q1 | $21K | Sell |
1,008
-1,124
| -53% | -$23.4K | ﹤0.01% | 3096 |
|
|
2016
Q4 | $43K | Buy |
2,132
+1,250
| +142% | +$25.2K | ﹤0.01% | 2864 |
|
|
2016
Q3 | $19K | Buy |
882
+398
| +82% | +$8.57K | ﹤0.01% | 3109 |
|
|
2016
Q2 | $11K | Sell |
484
-66
| -12% | -$1.5K | ﹤0.01% | 3284 |
|
|
2016
Q1 | $11K | Hold |
550
| – | – | ﹤0.01% | 3332 |
|
|
2015
Q4 | $11K | Hold |
550
| – | – | ﹤0.01% | 3365 |
|
|
2015
Q3 | $11K | Buy |
550
+250
| +83% | +$5K | ﹤0.01% | 3204 |
|
|
2015
Q2 | $5K | Hold |
300
| – | – | ﹤0.01% | 3402 |
|
|
2015
Q1 | $6K | Hold |
300
| – | – | ﹤0.01% | 3370 |
|
|
2014
Q4 | $6K | Hold |
300
| – | – | ﹤0.01% | 3268 |
|
|
2014
Q3 | $5K | Buy |
+300
| New | +$5K | ﹤0.01% | 3345 |
|