Black Diamond Financial’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 | $1.73M | Sell |
81,784
-37,766
| -32% | -$799K | 0.27% | 52 |
|
|
2025
Q1 | $2.57M | Buy |
119,550
+1,753
| +1% | +$37.7K | 0.39% | 45 |
|
|
2024
Q4 | $2.48M | Buy |
117,797
+34,042
| +41% | +$717K | 0.37% | 48 |
|
|
2024
Q3 | $1.94M | Buy |
83,755
+995
| +1% | +$23.1K | 0.33% | 46 |
|
|
2024
Q2 | $1.65M | Sell |
82,760
-3,575
| -4% | -$71.4K | 0.32% | 52 |
|
|
2024
Q1 | $1.79M | Hold |
86,335
| – | – | 0.48% | 38 |
|
|
2023
Q4 | $1.79M | Sell |
86,335
-3,344
| -4% | -$69.3K | 0.48% | 38 |
|
|
2023
Q3 | $1.59M | Sell |
89,679
-191
| -0.2% | -$3.39K | 0.49% | 36 |
|
|
2023
Q2 | $1.76M | Sell |
89,870
-777
| -0.9% | -$15.2K | 0.52% | 34 |
|
|
2023
Q1 | $1.77M | Buy |
90,647
+4,711
| +5% | +$91.9K | 0.58% | 32 |
|
|
2022
Q4 | $1.66M | Buy |
85,936
+33,968
| +65% | +$655K | 0.6% | 32 |
|
|
2022
Q3 | $971K | Buy |
51,968
+8,281
| +19% | +$155K | 0.39% | 42 |
|
|
2022
Q2 | $921K | Sell |
43,687
-7,518
| -15% | -$158K | 0.36% | 44 |
|
|
2022
Q1 | $1.27M | Buy |
51,205
+10,805
| +27% | +$269K | 0.4% | 39 |
|
|
2021
Q4 | $1.06M | Buy |
40,400
+6,770
| +20% | +$178K | 0.36% | 38 |
|
|
2021
Q3 | $768K | Sell |
33,630
-7,502
| -18% | -$171K | 0.37% | 40 |
|
|
2021
Q2 | $942K | Buy |
41,132
+2
| +0% | +$46 | 0.37% | 37 |
|
|
2021
Q1 | $845K | Buy |
41,130
+716
| +2% | +$14.7K | 0.36% | 40 |
|
|
2020
Q4 | $767K | Sell |
40,414
-2,146
| -5% | -$40.7K | 0.35% | 39 |
|
|
2020
Q3 | $753K | Buy |
42,560
+6
| +0% | +$106 | 0.42% | 35 |
|
|
2020
Q2 | $749K | Sell |
42,554
-5,582
| -12% | -$98.3K | 0.49% | 35 |
|
|
2020
Q1 | $788K | Buy |
48,136
+8,526
| +22% | +$140K | 0.6% | 36 |
|
|
2019
Q4 | $910K | Sell |
39,610
-3,672
| -8% | -$84.4K | 0.66% | 34 |
|
|
2019
Q3 | $1.02M | Buy |
43,282
+3,876
| +10% | +$91.4K | 0.75% | 32 |
|
|
2019
Q2 | $876K | Sell |
39,406
-4,460
| -10% | -$99.1K | 0.75% | 32 |
|
|
2019
Q1 | $974K | Sell |
43,866
-2,988
| -6% | -$66.3K | 0.87% | 30 |
|
|
2018
Q4 | $899K | Buy |
+46,854
| New | +$899K | 0.71% | 33 |
|