Beacon Pointe Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
63,821
-318
| -0.5% | -$6.73K | 0.01% | 579 |
|
|
2025
Q1 | $1.38M | Buy |
64,139
+48
| +0.1% | +$1.03K | 0.02% | 555 |
|
|
2024
Q4 | $1.35M | Sell |
64,091
-553
| -0.9% | -$11.6K | 0.02% | 563 |
|
|
2024
Q3 | $1.5M | Sell |
64,644
-2,231
| -3% | -$51.7K | 0.02% | 531 |
|
|
2024
Q2 | $1.34M | Buy |
66,875
+40,561
| +154% | +$810K | 0.02% | 562 |
|
|
2024
Q1 | $534K | Buy |
26,314
+546
| +2% | +$11.1K | 0.01% | 883 |
|
|
2023
Q4 | $534K | Buy |
25,768
+1,267
| +5% | +$26.2K | 0.01% | 864 |
|
|
2023
Q3 | $435K | Buy |
24,501
+762
| +3% | +$13.5K | 0.01% | 920 |
|
|
2023
Q2 | $464K | Buy |
23,739
+401
| +2% | +$7.83K | 0.01% | 731 |
|
|
2023
Q1 | $455K | Buy |
23,338
+2,407
| +11% | +$46.9K | 0.01% | 791 |
|
|
2022
Q4 | $404K | Buy |
20,931
+7,933
| +61% | +$153K | 0.01% | 763 |
|
|
2022
Q3 | $244K | Sell |
12,998
-968
| -7% | -$18.2K | 0.01% | 855 |
|
|
2022
Q2 | $295K | Sell |
13,966
-3,490
| -20% | -$73.7K | 0.01% | 832 |
|
|
2022
Q1 | $434K | Buy |
17,456
+3,182
| +22% | +$79.1K | 0.01% | 843 |
|
|
2021
Q4 | $376K | Buy |
14,274
+3,508
| +33% | +$92.4K | 0.01% | 650 |
|
|
2021
Q3 | $246K | Buy |
10,766
+886
| +9% | +$20.2K | 0.01% | 779 |
|
|
2021
Q2 | $226K | Buy |
+9,880
| New | +$226K | 0.01% | 756 |
|
|
2020
Q1 | – | Sell |
-13,888
| Closed | -$319K | – | 308 |
|
|
2019
Q4 | $319K | Buy |
+13,888
| New | +$319K | 0.1% | 166 |
|
|
2019
Q3 | – | Sell |
-11,148
| Closed | -$248K | – | 194 |
|
|
2019
Q2 | $248K | Buy |
+11,148
| New | +$248K | 0.09% | 171 |
|