BIA
Bigelow Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
31,775
+458
| +1% | +$9.69K | 0.3% | 86 |
|
|
2025
Q1 | $674K | Sell |
31,317
-6,303
| -17% | -$136K | 0.32% | 85 |
|
|
2024
Q4 | $792K | Buy |
37,620
+3,778
| +11% | +$79.6K | 0.37% | 79 |
|
|
2024
Q3 | $784K | Buy |
33,842
+5,484
| +19% | +$127K | 0.35% | 84 |
|
|
2024
Q2 | $566K | Buy |
28,358
+4,211
| +17% | +$84.1K | 0.27% | 101 |
|
|
2024
Q1 | $490K | Buy |
24,147
+8,430
| +54% | +$171K | 0.24% | 107 |
|
|
2023
Q4 | $325K | Sell |
15,717
-780
| -5% | -$16.2K | 0.18% | 122 |
|
|
2023
Q3 | $293K | Buy |
16,497
+3,548
| +27% | +$63K | 0.17% | 123 |
|
|
2023
Q2 | $253K | Buy |
12,949
+473
| +4% | +$9.24K | 0.14% | 134 |
|
|
2023
Q1 | $243K | Sell |
12,476
-74
| -0.6% | -$1.44K | 0.14% | 132 |
|
|
2022
Q4 | $242K | Buy |
12,550
+843
| +7% | +$16.3K | 0.14% | 128 |
|
|
2022
Q3 | $219K | Buy |
11,707
+1,470
| +14% | +$27.5K | 0.13% | 132 |
|
|
2022
Q2 | $216K | Sell |
10,237
-25
| -0.2% | -$527 | 0.12% | 136 |
|
|
2022
Q1 | $255K | Buy |
10,262
+6,377
| +164% | +$158K | 0.12% | 132 |
|
|
2021
Q4 | $205K | Buy |
+3,885
| New | +$205K | 0.09% | 141 |
|
|
2020
Q1 | – | Sell |
-12,117
| Closed | -$557K | – | 149 |
|
|
2019
Q4 | $557K | Sell |
12,117
-4,327
| -26% | -$199K | 0.33% | 87 |
|
|
2019
Q3 | $776K | Buy |
16,444
+4,837
| +42% | +$228K | 0.49% | 62 |
|
|
2019
Q2 | $516K | Sell |
11,607
-205
| -2% | -$9.11K | 0.35% | 83 |
|
|
2019
Q1 | $525K | Sell |
11,812
-160
| -1% | -$7.11K | 0.36% | 78 |
|
|
2018
Q4 | $461K | Sell |
11,972
-15
| -0.1% | -$578 | 0.34% | 85 |
|
|
2018
Q3 | $500K | Sell |
11,987
-165
| -1% | -$6.88K | 0.34% | 88 |
|
|
2018
Q2 | $508K | Sell |
12,152
-200
| -2% | -$8.36K | 0.35% | 86 |
|
|
2018
Q1 | $472K | Buy |
12,352
+770
| +7% | +$29.4K | 0.32% | 95 |
|
|
2017
Q4 | $482K | Buy |
+11,582
| New | +$482K | 0.48% | 59 |
|