Bigelow Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
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|
2025
Q1 | $674K | Sell |
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|
2024
Q4 | $792K | Buy |
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|
2024
Q3 | $784K | Buy |
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|
2024
Q2 | $566K | Buy |
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|
2024
Q1 | $490K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $253K | Buy |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $242K | Buy |
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|
2022
Q3 | $219K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $255K | Buy |
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|
2021
Q4 | $205K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $557K | Sell |
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|
2019
Q3 | $776K | Buy |
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|
2019
Q2 | $516K | Sell |
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|
2019
Q1 | $525K | Sell |
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|
2018
Q4 | $461K | Sell |
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|
2018
Q3 | $500K | Sell |
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|
2018
Q2 | $508K | Sell |
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|
2018
Q1 | $472K | Buy |
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|
2017
Q4 | $482K | Buy |
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