Bartlett & Co Wealth Management’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 | $153K | Sell |
7,234
-6,420
| -47% | -$136K | ﹤0.01% | 476 |
|
|
2025
Q1 | $294K | Buy |
13,654
+6,659
| +95% | +$143K | ﹤0.01% | 400 |
|
|
2024
Q4 | $147K | Buy |
6,995
+2,694
| +63% | +$56.7K | ﹤0.01% | 488 |
|
|
2024
Q3 | $99.7K | Sell |
4,301
-200
| -4% | -$4.63K | ﹤0.01% | 547 |
|
|
2024
Q2 | $90.7K | Buy |
4,501
+50
| +1% | +$1.01K | ﹤0.01% | 566 |
|
|
2024
Q1 | $90.4K | Buy |
4,451
+150
| +3% | +$3.05K | ﹤0.01% | 577 |
|
|
2023
Q4 | $90.1K | Buy |
4,301
+1,570
| +57% | +$32.9K | ﹤0.01% | 592 |
|
|
2023
Q3 | $48.5K | Buy |
2,731
+60
| +2% | +$1.07K | ﹤0.01% | 671 |
|
|
2023
Q2 | $52.2K | Buy |
2,671
+2,340
| +707% | +$45.7K | ﹤0.01% | 659 |
|
|
2023
Q1 | $6.46K | Hold |
331
| – | – | ﹤0.01% | 864 |
|
|
2022
Q4 | $6.39K | Buy |
+331
| New | +$6.39K | ﹤0.01% | 882 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$3.54K | – | 1220 |
|
|
2020
Q3 | $3.54K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2020
Q2 | $3.52K | Hold |
200
| – | – | ﹤0.01% | 757 |
|
|
2020
Q1 | $3.27K | Hold |
200
| – | – | ﹤0.01% | 750 |
|
|
2019
Q4 | $4.6K | Hold |
200
| – | – | ﹤0.01% | 774 |
|
|
2019
Q3 | $4.72K | Hold |
200
| – | – | ﹤0.01% | 783 |
|
|
2019
Q2 | $4.48K | Hold |
200
| – | – | ﹤0.01% | 634 |
|
|
2019
Q1 | $4.44K | Hold |
200
| – | – | ﹤0.01% | 618 |
|
|
2018
Q4 | $3.85K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2018
Q3 | $4.17K | Sell |
200
-1,534
| -88% | -$32K | ﹤0.01% | 647 |
|
|
2018
Q2 | $36.2K | Buy |
1,734
+534
| +45% | +$11.2K | ﹤0.01% | 460 |
|
|
2018
Q1 | $23K | Buy |
+1,200
| New | +$23K | ﹤0.01% | 524 |
|