Bellevue Asset 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
Q2 | $8.89K | Hold |
420
| – | – | ﹤0.01% | 288 |
|
|
2025
Q1 | $9.03K | Hold |
420
| – | – | ﹤0.01% | 277 |
|
|
2024
Q4 | $8.85K | Buy |
420
+220
| +110% | +$4.63K | ﹤0.01% | 291 |
|
|
2024
Q3 | $4.63K | Hold |
200
| – | – | ﹤0.01% | 325 |
|
|
2024
Q2 | $3.99K | Hold |
200
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $4.06K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
|
2023
Q4 | $4.14K | Hold |
200
| – | – | ﹤0.01% | 320 |
|
|
2023
Q3 | $3.55K | Hold |
200
| – | – | ﹤0.01% | 327 |
|
|
2023
Q2 | $3.91K | Hold |
200
| – | – | ﹤0.01% | 329 |
|
|
2023
Q1 | $3.9K | Hold |
200
| – | – | ﹤0.01% | 333 |
|
|
2022
Q4 | $3.82K | Hold |
200
| – | – | ﹤0.01% | 331 |
|
|
2022
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 335 |
|
|
2022
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 340 |
|
|
2022
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 356 |
|
|
2021
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2021
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 396 |
|
|
2021
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 392 |
|
|
2021
Q1 | $4K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2020
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 480 |
|
|
2020
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 446 |
|
|
2020
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2020
Q1 | $3K | Buy |
+200
| New | +$3K | ﹤0.01% | 468 |
|