Bell Investment Advisors’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 | $6.82K | Buy |
322
+2
| +0.6% | +$42 | ﹤0.01% | 836 |
|
|
2025
Q1 | $6.88K | Buy |
320
+2
| +0.6% | +$43 | ﹤0.01% | 760 |
|
|
2024
Q4 | $6.71K | Buy |
318
+3
| +1% | +$63 | ﹤0.01% | 777 |
|
|
2024
Q3 | $7.3K | Sell |
315
-97
| -24% | -$2.25K | ﹤0.01% | 757 |
|
|
2024
Q2 | $8.23K | Buy |
412
+102
| +33% | +$2.04K | ﹤0.01% | 684 |
|
|
2024
Q1 | $6.3K | Buy |
310
+2
| +0.6% | +$41 | ﹤0.01% | 803 |
|
|
2023
Q4 | $6.39K | Buy |
308
+3
| +1% | +$62 | ﹤0.01% | 747 |
|
|
2023
Q3 | $5.41K | Buy |
305
+2
| +0.7% | +$36 | ﹤0.01% | 763 |
|
|
2023
Q2 | $5.91K | Buy |
303
+3
| +1% | +$59 | ﹤0.01% | 730 |
|
|
2023
Q1 | $5.84K | Sell |
300
-8,711
| -97% | -$170K | ﹤0.01% | 708 |
|
|
2022
Q4 | $174K | Buy |
9,011
+74
| +0.8% | +$1.43K | 0.04% | 83 |
|
|
2022
Q3 | $167K | Buy |
8,937
+69
| +0.8% | +$1.29K | 0.05% | 67 |
|
|
2022
Q2 | $187K | Buy |
+8,868
| New | +$187K | 0.06% | 68 |
|
|
2021
Q4 | $1.84M | Sell |
69,766
-1,308
| -2% | -$34.5K | 0.5% | 31 |
|
|
2021
Q3 | $1.62M | Buy |
+71,074
| New | +$1.62M | 0.48% | 32 |
|