BWA
BlueSky Wealth 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 | $19.6M | Buy |
925,957
+51,711
| +6% | +$1.09M | 2.85% | 11 |
|
|
2025
Q1 | $18.8M | Buy |
874,246
+23,550
| +3% | +$507K | 2.91% | 11 |
|
|
2024
Q4 | $17.9M | Buy |
850,696
+22,228
| +3% | +$468K | 2.8% | 11 |
|
|
2024
Q3 | $19.2M | Buy |
828,468
+27,191
| +3% | +$630K | 2.98% | 11 |
|
|
2024
Q2 | $16M | Buy |
+801,277
| New | +$16M | 2.69% | 11 |
|
|
2024
Q1 | – | Sell |
-742,520
| Closed | -$15.4M | – | 49 |
|
|
2023
Q4 | $15.4M | Sell |
742,520
-28,021
| -4% | -$580K | 2.86% | 11 |
|
|
2023
Q3 | $13.7M | Buy |
770,541
+45,691
| +6% | +$811K | 2.8% | 11 |
|
|
2023
Q2 | $14.2M | Buy |
724,850
+34,425
| +5% | +$672K | 2.84% | 11 |
|
|
2023
Q1 | $13.5M | Buy |
690,425
+26,725
| +4% | +$521K | 2.78% | 11 |
|
|
2022
Q4 | $12.8M | Buy |
663,700
+47,368
| +8% | +$914K | 2.83% | 11 |
|
|
2022
Q3 | $11.5M | Buy |
616,332
+22,417
| +4% | +$419K | 2.67% | 12 |
|
|
2022
Q2 | $12.5M | Sell |
593,915
-40,224
| -6% | -$848K | 2.78% | 11 |
|
|
2022
Q1 | $15.8M | Buy |
634,139
+312,168
| +97% | +$7.77M | 3.07% | 10 |
|
|
2021
Q4 | $17M | Sell |
321,971
-8,873
| -3% | -$468K | 3.14% | 10 |
|
|
2021
Q3 | $15.1M | Buy |
330,844
+3,446
| +1% | +$157K | 2.96% | 9 |
|
|
2021
Q2 | $15.5M | Buy |
327,398
+33,153
| +11% | +$1.57M | 3.04% | 9 |
|
|
2021
Q1 | $12.4M | Buy |
294,245
+20,614
| +8% | +$869K | 2.8% | 10 |
|
|
2020
Q4 | $10.4M | Buy |
273,631
+17,103
| +7% | +$649K | 2.51% | 11 |
|
|
2020
Q3 | $9.41M | Sell |
256,528
-13,770
| -5% | -$505K | 2.46% | 11 |
|
|
2020
Q2 | $9.52M | Buy |
270,298
+75,149
| +39% | +$2.65M | 2.72% | 11 |
|
|
2020
Q1 | $6.39M | Buy |
195,149
+7,193
| +4% | +$235K | 2.35% | 12 |
|
|
2019
Q4 | $8.5M | Buy |
187,956
+844
| +0.5% | +$38.2K | 2.78% | 12 |
|
|
2019
Q3 | $8.79M | Sell |
187,112
-953
| -0.5% | -$44.8K | 3.03% | 12 |
|
|
2019
Q2 | $8.36M | Sell |
188,065
-7,263
| -4% | -$323K | 2.97% | 11 |
|
|
2019
Q1 | $8.66M | Sell |
195,328
-1,356
| -0.7% | -$60.1K | 3.13% | 11 |
|
|
2018
Q4 | $8.03M | Sell |
196,684
-5,551
| -3% | -$227K | 3.14% | 11 |
|
|
2018
Q3 | $8.32M | Sell |
202,235
-302
| -0.1% | -$12.4K | 3.15% | 12 |
|
|
2018
Q2 | $8.46M | Buy |
202,537
+3,188
| +2% | +$133K | 3.23% | 12 |
|
|
2018
Q1 | $7.63M | Buy |
199,349
+33,909
| +20% | +$1.3M | 2.93% | 12 |
|
|
2017
Q4 | $6.89M | Buy |
165,440
+9,716
| +6% | +$404K | 2.85% | 12 |
|
|
2017
Q3 | $6.41M | Buy |
155,724
+16,283
| +12% | +$670K | 2.76% | 12 |
|
|
2017
Q2 | $5.75M | Buy |
139,441
+12,083
| +9% | +$498K | 2.66% | 13 |
|
|
2017
Q1 | $5.19M | Buy |
127,358
+16,752
| +15% | +$683K | 2.48% | 14 |
|
|
2016
Q4 | $4.54M | Buy |
+110,606
| New | +$4.54M | 2.23% | 15 |
|