Blue Bell Private Wealth Management’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 | – | Hold |
0
| – | -$2 | – | 759 |
|
|
2025
Q1 | – | Sell |
-299
| Closed | -$6.3K | – | 720 |
|
|
2024
Q4 | $6.3K | Buy |
299
+90
| +43% | +$1.9K | ﹤0.01% | 531 |
|
|
2024
Q3 | $4.85K | Hold |
209
| – | – | ﹤0.01% | 576 |
|
|
2024
Q2 | $4.18K | Hold |
209
| – | – | ﹤0.01% | 586 |
|
|
2024
Q1 | $4.25K | Hold |
209
| – | – | ﹤0.01% | 589 |
|
|
2023
Q4 | $4.33K | Buy |
209
+5
| +2% | +$104 | ﹤0.01% | 572 |
|
|
2023
Q3 | $3.62K | Hold |
204
| – | – | ﹤0.01% | 530 |
|
|
2023
Q2 | $3.99K | Hold |
204
| – | – | ﹤0.01% | 526 |
|
|
2023
Q1 | $3.98K | Hold |
204
| – | – | ﹤0.01% | 494 |
|
|
2022
Q4 | $3.94K | Buy |
204
+176
| +629% | +$3.4K | ﹤0.01% | 493 |
|
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 702 |
|
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 751 |
|
|
2022
Q1 | $1K | Sell |
28
-42
| -60% | -$1.5K | ﹤0.01% | 815 |
|
|
2021
Q4 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 701 |
|
|
2020
Q3 | – | Sell |
-2,748
| Closed | -$50K | – | 203 |
|
|
2020
Q2 | $50K | Sell |
2,748
-152
| -5% | -$2.77K | 0.02% | 106 |
|
|
2020
Q1 | $47K | Sell |
2,900
-172
| -6% | -$2.79K | 0.03% | 97 |
|
|
2019
Q4 | $71K | Buy |
3,072
+134
| +5% | +$3.1K | 0.03% | 92 |
|
|
2019
Q3 | $69K | Sell |
2,938
-52
| -2% | -$1.22K | 0.03% | 92 |
|
|
2019
Q2 | $66K | Sell |
2,990
-1,950
| -39% | -$43K | 0.03% | 91 |
|
|
2019
Q1 | $110K | Sell |
4,940
-20
| -0.4% | -$445 | 0.05% | 72 |
|
|
2018
Q4 | $96K | Buy |
4,960
+366
| +8% | +$7.08K | 0.05% | 76 |
|
|
2018
Q3 | $96K | Buy |
4,594
+224
| +5% | +$4.68K | 0.04% | 90 |
|
|
2018
Q2 | $91K | Buy |
4,370
+1,250
| +40% | +$26K | 0.04% | 92 |
|
|
2018
Q1 | $59K | Buy |
3,120
+550
| +21% | +$10.4K | 0.03% | 116 |
|
|
2017
Q4 | $53K | Buy |
2,570
+164
| +7% | +$3.38K | 0.02% | 120 |
|
|
2017
Q3 | $49K | Buy |
2,406
+222
| +10% | +$4.52K | 0.02% | 125 |
|
|
2017
Q2 | $45K | Buy |
2,184
+172
| +9% | +$3.54K | 0.02% | 134 |
|
|
2017
Q1 | $41K | Buy |
2,012
+168
| +9% | +$3.42K | 0.02% | 137 |
|
|
2016
Q4 | $38K | Sell |
1,844
-2
| -0.1% | -$41 | 0.02% | 142 |
|
|
2016
Q3 | $40K | Sell |
1,846
-52
| -3% | -$1.13K | 0.02% | 227 |
|
|
2016
Q2 | $42K | Sell |
1,898
-80
| -4% | -$1.77K | 0.03% | 230 |
|
|
2016
Q1 | $41K | Buy |
1,978
+128
| +7% | +$2.65K | 0.03% | 237 |
|
|
2015
Q4 | $37K | Hold |
1,850
| – | – | 0.03% | 245 |
|
|
2015
Q3 | $34K | Buy |
1,850
+158
| +9% | +$2.9K | 0.02% | 262 |
|
|
2015
Q2 | $31K | Buy |
1,692
+204
| +14% | +$3.74K | 0.02% | 272 |
|
|
2015
Q1 | $30K | Buy |
1,488
+48
| +3% | +$968 | 0.02% | 269 |
|
|
2014
Q4 | $28K | Buy |
1,440
+82
| +6% | +$1.59K | 0.02% | 282 |
|
|
2014
Q3 | $23K | Buy |
1,358
+60
| +5% | +$1.02K | 0.01% | 328 |
|
|
2014
Q2 | $23K | Sell |
1,298
-146
| -10% | -$2.59K | 0.01% | 313 |
|
|
2014
Q1 | $24K | Buy |
1,444
+152
| +12% | +$2.53K | 0.02% | 277 |
|
|
2013
Q4 | $20K | Buy |
+1,292
| New | +$20K | 0.02% | 319 |
|