Beacon Pointe Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1M | Buy |
609,930
+6,738
| +1% | +$148K | 0.07% | 257 |
|
|
2025
Q4 | $12.6M | Buy |
603,192
+339,056
| +128% | +$7.19M | 0.09% | 208 |
|
|
2025
Q3 | $5.7M | Buy |
264,136
+200,315
| +314% | +$4.27M | 0.05% | 323 |
|
|
2025
Q2 | $1.35M | Sell |
63,821
-318
| -0.5% | -$6.66K | 0.01% | 582 |
|
|
2025
Q1 | $1.38M | Buy |
64,139
+48
| +0.1% | +$1.03K | 0.02% | 558 |
|
|
2024
Q4 | $1.35M | Sell |
64,091
-553
| -0.9% | -$12.4K | 0.02% | 565 |
|
|
2024
Q3 | $1.5M | Sell |
64,644
-2,231
| -3% | -$48.8K | 0.02% | 532 |
|
|
2024
Q2 | $1.34M | Buy |
66,875
+40,561
| +154% | +$791K | 0.02% | 565 |
|
|
2024
Q1 | $534K | Buy |
26,314
+546
| +2% | +$10.9K | 0.01% | 891 |
|
|
2023
Q4 | $534K | Buy |
25,768
+1,267
| +5% | +$23.5K | 0.01% | 874 |
|
|
2023
Q3 | $435K | Buy |
24,501
+762
| +3% | +$14.7K | 0.01% | 928 |
|
|
2023
Q2 | $464K | Buy |
23,739
+401
| +2% | +$7.69K | 0.01% | 738 |
|
|
2023
Q1 | $455K | Buy |
23,338
+2,407
| +11% | +$48.2K | 0.01% | 791 |
|
|
2022
Q4 | $404K | Buy |
20,931
+7,933
| +61% | +$153K | 0.01% | 763 |
|
|
2022
Q3 | $244K | Sell |
12,998
-968
| -7% | -$20.9K | 0.01% | 855 |
|
|
2022
Q2 | $295K | Sell |
13,966
-3,490
| -20% | -$80.3K | 0.01% | 832 |
|
|
2022
Q1 | $434K | Buy |
17,456
+3,182
| +22% | +$76.8K | 0.01% | 844 |
|
|
2021
Q4 | $376K | Buy |
14,274
+3,508
| +33% | +$86.4K | 0.01% | 650 |
|
|
2021
Q3 | $246K | Buy |
10,766
+886
| +9% | +$21.1K | 0.01% | 779 |
|
|
2021
Q2 | $226K | Buy |
+9,880
| New | +$220K | 0.01% | 756 |
|
|
2020
Q1 | – | Sell |
-13,888
| Closed | -$319K | – | 308 |
|
|
2019
Q4 | $319K | Buy |
+13,888
| New | +$324K | 0.1% | 166 |
|
|
2019
Q3 | – | Sell |
-11,148
| Closed | -$248K | – | 194 |
|
|
2019
Q2 | $248K | Buy |
+11,148
| New | +$249K | 0.09% | 171 |
|
Other funds holding SCHH
DI
BEI