BlueSky Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.46M | Sell |
114,508
-912,465
| -89% | -$20M | 0.32% | 41 |
|
|
2025
Q4 | $21.5M | Buy |
1,026,973
+36,125
| +4% | +$766K | 2.83% | 11 |
|
|
2025
Q3 | $21.4M | Buy |
990,848
+64,891
| +7% | +$1.38M | 2.88% | 11 |
|
|
2025
Q2 | $19.6M | Buy |
925,957
+51,711
| +6% | +$1.08M | 2.85% | 11 |
|
|
2025
Q1 | $18.8M | Buy |
874,246
+23,550
| +3% | +$503K | 2.91% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
850,696
+22,228
| +3% | +$497K | 2.8% | 11 |
|
|
2024
Q3 | $19.2M | Buy |
828,468
+27,191
| +3% | +$595K | 2.98% | 11 |
|
|
2024
Q2 | $16M | Buy |
+801,277
| New | +$15.6M | 2.69% | 11 |
|
|
2024
Q1 | – | Sell |
-742,520
| Closed | -$15.4M | – | 49 |
|
|
2023
Q4 | $15.4M | Sell |
742,520
-28,021
| -4% | -$521K | 2.86% | 11 |
|
|
2023
Q3 | $13.7M | Buy |
770,541
+45,691
| +6% | +$879K | 2.8% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
724,850
+34,425
| +5% | +$660K | 2.84% | 11 |
|
|
2023
Q1 | $13.5M | Buy |
690,425
+26,725
| +4% | +$535K | 2.78% | 11 |
|
|
2022
Q4 | $12.8M | Buy |
663,700
+47,368
| +8% | +$912K | 2.83% | 11 |
|
|
2022
Q3 | $11.5M | Buy |
616,332
+22,417
| +4% | +$485K | 2.67% | 12 |
|
|
2022
Q2 | $12.5M | Sell |
593,915
-40,224
| -6% | -$926K | 2.78% | 11 |
|
|
2022
Q1 | $15.8M | Sell |
634,139
-9,803
| -2% | -$237K | 3.07% | 10 |
|
|
2021
Q4 | $17M | Sell |
643,942
-17,746
| -3% | -$437K | 3.14% | 10 |
|
|
2021
Q3 | $15.1M | Buy |
661,688
+6,892
| +1% | +$164K | 2.96% | 9 |
|
|
2021
Q2 | $15.5M | Buy |
654,796
+66,306
| +11% | +$1.47M | 3.04% | 9 |
|
|
2021
Q1 | $12.4M | Buy |
588,490
+41,228
| +8% | +$806K | 2.8% | 10 |
|
|
2020
Q4 | $10.4M | Buy |
547,262
+34,206
| +7% | +$633K | 2.51% | 11 |
|
|
2020
Q3 | $9.41M | Sell |
513,056
-27,540
| -5% | -$496K | 2.46% | 11 |
|
|
2020
Q2 | $9.52M | Buy |
540,596
+150,298
| +39% | +$2.61M | 2.72% | 11 |
|
|
2020
Q1 | $6.39M | Buy |
390,298
+14,386
| +4% | +$307K | 2.35% | 12 |
|
|
2019
Q4 | $8.5M | Buy |
375,912
+1,688
| +0.5% | +$39.3K | 2.78% | 12 |
|
|
2019
Q3 | $8.79M | Sell |
374,224
-1,906
| -0.5% | -$43.7K | 3.03% | 12 |
|
|
2019
Q2 | $8.36M | Sell |
376,130
-14,526
| -4% | -$324K | 2.97% | 11 |
|
|
2019
Q1 | $8.66M | Sell |
390,656
-2,712
| -0.7% | -$57.6K | 3.13% | 11 |
|
|
2018
Q4 | $8.03M | Sell |
393,368
-11,102
| -3% | -$227K | 3.14% | 11 |
|
|
2018
Q3 | $8.32M | Sell |
404,470
-604
| -0.1% | -$12.8K | 3.15% | 12 |
|
|
2018
Q2 | $8.46M | Buy |
405,074
+6,376
| +2% | +$126K | 3.23% | 12 |
|
|
2018
Q1 | $7.63M | Buy |
398,698
+67,818
| +20% | +$1.31M | 2.93% | 12 |
|
|
2017
Q4 | $6.89M | Buy |
330,880
+19,432
| +6% | +$404K | 2.85% | 12 |
|
|
2017
Q3 | $6.41M | Buy |
311,448
+32,566
| +12% | +$671K | 2.76% | 12 |
|
|
2017
Q2 | $5.75M | Buy |
278,882
+24,166
| +9% | +$497K | 2.66% | 13 |
|
|
2017
Q1 | $5.19M | Buy |
254,716
+33,504
| +15% | +$686K | 2.48% | 14 |
|
|
2016
Q4 | $4.54M | Buy |
+221,212
| New | +$4.44M | 2.23% | 15 |
|
Other funds holding SCHH
DI
BEI