Becker Capital 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
Q1 | – | Sell |
-142,331
| Closed | -$3M | – | 281 |
|
|
2024
Q4 | $3M | Hold |
142,331
| – | – | 0.1% | 121 |
|
|
2024
Q3 | $3.3M | Buy |
142,331
+87,369
| +159% | +$2.02M | 0.11% | 120 |
|
|
2024
Q2 | $1.11M | Hold |
54,962
| – | – | 0.04% | 153 |
|
|
2024
Q1 | $1.12M | Hold |
54,962
| – | – | 0.04% | 156 |
|
|
2023
Q4 | $1.14M | Hold |
54,962
| – | – | 0.04% | 153 |
|
|
2023
Q3 | $976K | Sell |
54,962
-9,486
| -15% | -$168K | 0.04% | 155 |
|
|
2023
Q2 | $1.26M | Hold |
64,448
| – | – | 0.05% | 149 |
|
|
2023
Q1 | $1.26M | Buy |
+64,448
| New | +$1.26M | 0.05% | 147 |
|