Bluestem Financial Advisors’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 | $482K | Buy |
22,779
+2,243
| +11% | +$47.5K | 0.21% | 26 |
|
|
2025
Q1 | $442K | Buy |
20,536
+26
| +0.1% | +$559 | 0.21% | 25 |
|
|
2024
Q4 | $432K | Buy |
20,510
+60
| +0.3% | +$1.26K | 0.2% | 25 |
|
|
2024
Q3 | $474K | Sell |
20,450
-1,799
| -8% | -$41.7K | 0.22% | 25 |
|
|
2024
Q2 | $444K | Buy |
22,249
+1,515
| +7% | +$30.3K | 0.22% | 25 |
|
|
2024
Q1 | $421K | Buy |
20,734
+30
| +0.1% | +$609 | 0.22% | 24 |
|
|
2023
Q4 | $429K | Buy |
20,704
+5,658
| +38% | +$117K | 0.25% | 23 |
|
|
2023
Q3 | $267K | Buy |
15,046
+52
| +0.3% | +$923 | 0.16% | 24 |
|
|
2023
Q2 | $293K | Sell |
14,994
-390
| -3% | -$7.62K | 0.18% | 23 |
|
|
2023
Q1 | $300K | Buy |
15,384
+44
| +0.3% | +$858 | 0.18% | 23 |
|
|
2022
Q4 | $296K | Buy |
15,340
+4,998
| +48% | +$96.4K | 0.19% | 23 |
|
|
2022
Q3 | $193K | Sell |
10,342
-4,948
| -32% | -$92.3K | 0.14% | 27 |
|
|
2022
Q2 | $322K | Sell |
15,290
-5,189
| -25% | -$109K | 0.22% | 23 |
|
|
2022
Q1 | $510K | Buy |
20,479
+8,531
| +71% | +$212K | 0.32% | 22 |
|
|
2021
Q4 | $315K | Buy |
11,948
+42
| +0.4% | +$1.11K | 0.2% | 21 |
|
|
2021
Q3 | $272K | Buy |
11,906
+30
| +0.3% | +$685 | 0.18% | 22 |
|
|
2021
Q2 | $272K | Sell |
11,876
-1,564
| -12% | -$35.8K | 0.18% | 23 |
|
|
2021
Q1 | $276K | Buy |
13,440
+24
| +0.2% | +$493 | 0.2% | 24 |
|
|
2020
Q4 | $255K | Buy |
13,416
+60
| +0.4% | +$1.14K | 0.19% | 26 |
|
|
2020
Q3 | $236K | Sell |
13,356
-7,772
| -37% | -$137K | 0.2% | 26 |
|
|
2020
Q2 | $372K | Buy |
+21,128
| New | +$372K | 0.34% | 18 |
|