Blue Trust Inc’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
Q1 | – | Sell |
-140
| Closed | -$2.95K | – | 2546 |
|
|
2024
Q4 | $2.95K | Sell |
140
-1,534
| -92% | -$32.3K | ﹤0.01% | 2170 |
|
|
2024
Q3 | $33.4K | Buy |
+1,674
| New | +$33.4K | ﹤0.01% | 1738 |
|
|
2023
Q2 | – | Sell |
-190
| Closed | -$4K | – | 2467 |
|
|
2023
Q1 | $4K | Buy |
+190
| New | +$4K | ﹤0.01% | 1866 |
|
|
2022
Q4 | – | Sell |
-373
| Closed | -$8K | – | 2435 |
|
|
2022
Q3 | $8K | Buy |
373
+303
| +433% | +$6.5K | ﹤0.01% | 1431 |
|
|
2022
Q2 | $2K | Buy |
+70
| New | +$2K | ﹤0.01% | 1695 |
|