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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Sell |
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|
2025
Q1 | $1.38M | Buy |
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|
2024
Q4 | $1.35M | Sell |
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|
2024
Q3 | $1.5M | Sell |
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|
2024
Q2 | $1.34M | Buy |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $534K | Buy |
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|
2023
Q3 | $435K | Buy |
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|
2023
Q2 | $464K | Buy |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $244K | Sell |
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|
2022
Q2 | $295K | Sell |
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|
2022
Q1 | $434K | Buy |
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|
2021
Q4 | $376K | Buy |
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|
2021
Q3 | $246K | Buy |
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|
2021
Q2 | $226K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $319K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $248K | Buy |
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