Bensler’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
$242K Sell
11,457
-7,266
-39% -$154K 0.03% 153
2025
Q1
$403K Sell
18,723
-11,229
-37% -$242K 0.05% 114
2024
Q4
$631K Sell
29,952
-3,861
-11% -$81.3K 0.08% 104
2024
Q3
$783K Sell
33,813
-6,437
-16% -$149K 0.1% 95
2024
Q2
$804K Sell
40,250
-8,311
-17% -$166K 0.11% 93
2024
Q1
$986K Sell
48,561
-15,698
-24% -$319K 0.14% 87
2023
Q4
$1.33M Sell
64,259
-16,616
-21% -$344K 0.22% 85
2023
Q3
$1.44M Sell
80,875
-9,098
-10% -$161K 0.28% 80
2023
Q2
$1.76M Sell
89,973
-9,005
-9% -$176K 0.33% 76
2023
Q1
$1.93M Sell
98,978
-8,698
-8% -$170K 0.39% 78
2022
Q4
$2.08M Sell
107,676
-3,142
-3% -$60.6K 0.46% 67
2022
Q3
$2.07M Sell
110,818
-383
-0.3% -$7.16K 0.49% 63
2022
Q2
$2.35M Sell
111,201
-2,829
-2% -$59.7K 0.56% 60
2022
Q1
$2.84M Buy
+114,030
New +$2.84M 0.6% 56