BFSG LLC’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 | $7.95K | Hold |
376
| – | – | ﹤0.01% | 536 |
|
|
2025
Q1 | $8.08K | Buy |
376
+5
| +1% | +$107 | ﹤0.01% | 522 |
|
|
2024
Q4 | $7.81K | Hold |
371
| – | – | ﹤0.01% | 521 |
|
|
2024
Q3 | $8.59K | Hold |
371
| – | – | ﹤0.01% | 510 |
|
|
2024
Q2 | $7.4K | Buy |
371
+223
| +151% | +$4.45K | ﹤0.01% | 505 |
|
|
2024
Q1 | $3K | Sell |
148
-41
| -22% | -$831 | ﹤0.01% | 572 |
|
|
2023
Q4 | $3.91K | Buy |
+189
| New | +$3.91K | ﹤0.01% | 513 |
|
|
2020
Q2 | – | Sell |
-20,938
| Closed | -$343K | – | 173 |
|
|
2020
Q1 | $343K | Sell |
20,938
-28,500
| -58% | -$467K | 0.09% | 129 |
|
|
2019
Q4 | $1.14M | Buy |
49,438
+13,776
| +39% | +$317K | 0.21% | 104 |
|
|
2019
Q3 | $841K | Sell |
35,662
-772
| -2% | -$18.2K | 0.19% | 103 |
|
|
2019
Q2 | $810K | Sell |
36,434
-356
| -1% | -$7.92K | 0.32% | 64 |
|
|
2019
Q1 | $817K | Sell |
36,790
-798
| -2% | -$17.7K | 0.31% | 67 |
|
|
2018
Q4 | $724K | Buy |
37,588
+24,726
| +192% | +$476K | 0.33% | 71 |
|
|
2018
Q3 | $268K | Sell |
12,862
-282
| -2% | -$5.88K | 0.11% | 117 |
|
|
2018
Q2 | $275K | Sell |
13,144
-322
| -2% | -$6.74K | 0.12% | 120 |
|
|
2018
Q1 | $258K | Buy |
13,466
+1,612
| +14% | +$30.9K | 0.11% | 124 |
|
|
2017
Q4 | $247K | Buy |
11,854
+986
| +9% | +$20.5K | 0.1% | 130 |
|
|
2017
Q3 | $224K | Buy |
+10,868
| New | +$224K | 0.1% | 134 |
|