Benjamin Edwards Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $45.1M | Buy |
2,100,294
+288,850
| +16% | +$6.33M | 0.45% | 53 |
|
|
2025
Q4 | $37.8M | Buy |
1,811,444
+131,891
| +8% | +$2.8M | 0.42% | 66 |
|
|
2025
Q3 | $36.2M | Buy |
1,679,553
+117,314
| +8% | +$2.5M | 0.41% | 67 |
|
|
2025
Q2 | $33.1M | Buy |
1,562,239
+58,910
| +4% | +$1.23M | 0.42% | 70 |
|
|
2025
Q1 | $32.3M | Buy |
1,503,329
+615,288
| +69% | +$13.2M | 0.45% | 65 |
|
|
2024
Q4 | $18.7M | Buy |
888,041
+31,942
| +4% | +$714K | 0.27% | 102 |
|
|
2024
Q3 | $19.8M | Buy |
856,099
+847,388
| +9,728% | +$18.5M | 0.29% | 102 |
|
|
2024
Q2 | $174K | Buy |
8,711
+1,074
| +14% | +$20.9K | 0.03% | 358 |
|
|
2024
Q1 | $155K | Sell |
7,637
-1,330
| -15% | -$26.7K | 0.03% | 369 |
|
|
2023
Q4 | $186K | Buy |
8,967
+732
| +9% | +$13.6K | 0.04% | 331 |
|
|
2023
Q3 | $146K | Buy |
8,235
+4,227
| +105% | +$81.3K | 0.03% | 329 |
|
|
2023
Q2 | $78K | Sell |
4,008
-60
| -1% | -$1.15K | 0.02% | 420 |
|
|
2023
Q1 | $79K | Buy |
+4,068
| New | +$81.5K | 0.02% | 398 |
|
|
2022
Q4 | – | Sell |
-2,835
| Closed | -$53K | – | 762 |
|
|
2022
Q3 | $53K | Sell |
2,835
-57
| -2% | -$1.23K | 0.02% | 412 |
|
|
2022
Q2 | $61K | Sell |
2,892
-233
| -7% | -$5.36K | 0.02% | 411 |
|
|
2022
Q1 | $78K | Buy |
3,125
+195
| +7% | +$4.71K | 0.02% | 402 |
|
|
2021
Q4 | $77K | Buy |
2,930
+100
| +4% | +$2.46K | 0.02% | 381 |
|
|
2021
Q3 | $65K | Sell |
2,830
-74
| -3% | -$1.76K | 0.04% | 271 |
|
|
2021
Q2 | $66K | Buy |
2,904
+964
| +50% | +$21.4K | 0.05% | 250 |
|
|
2021
Q1 | $40K | Buy |
1,940
+12
| +0.6% | +$235 | 0.03% | 264 |
|
|
2020
Q4 | $37K | Buy |
1,928
+136
| +8% | +$2.52K | 0.03% | 266 |
|
|
2020
Q3 | $32K | Buy |
1,792
+404
| +29% | +$7.27K | 0.03% | 253 |
|
|
2020
Q2 | $24K | Buy |
1,388
+464
| +50% | +$8.06K | 0.02% | 252 |
|
|
2020
Q1 | $15K | Buy |
924
+610
| +194% | +$13K | 0.02% | 258 |
|
|
2019
Q4 | $7K | Buy |
314
+12
| +4% | +$280 | 0.01% | 243 |
|
|
2019
Q3 | $7K | Sell |
302
-14
| -4% | -$321 | 0.02% | 241 |
|
|
2019
Q2 | $7K | Buy |
+316
| New | +$7.05K | 0.02% | 244 |
|
Other funds holding SCHH
DI
