Blume Capital 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 | $74.7K | Sell |
3,530
-100
| -3% | -$2.12K | 0.02% | 160 |
|
|
2025
Q1 | $78.1K | Hold |
3,630
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $76.4K | Hold |
3,630
| – | – | 0.02% | 160 |
|
|
2024
Q3 | $84.1K | Hold |
3,630
| – | – | 0.02% | 156 |
|
|
2024
Q2 | $72.5K | Hold |
3,630
| – | – | 0.02% | 155 |
|
|
2024
Q1 | $73.7K | Hold |
3,630
| – | – | 0.02% | 156 |
|
|
2023
Q4 | $75.2K | Buy |
3,630
+100
| +3% | +$2.07K | 0.02% | 151 |
|
|
2023
Q3 | $62.7K | Sell |
3,530
-350
| -9% | -$6.21K | 0.02% | 156 |
|
|
2023
Q2 | $75.8K | Sell |
3,880
-50
| -1% | -$977 | 0.02% | 145 |
|
|
2023
Q1 | $76.6K | Sell |
3,930
-100
| -2% | -$1.95K | 0.02% | 140 |
|
|
2022
Q4 | $77.7K | Sell |
4,030
-2,000
| -33% | -$38.6K | 0.03% | 140 |
|
|
2022
Q3 | $113K | Hold |
6,030
| – | – | 0.04% | 112 |
|
|
2022
Q2 | $127K | Sell |
6,030
-200
| -3% | -$4.21K | 0.05% | 105 |
|
|
2022
Q1 | $155K | Buy |
6,230
+100
| +2% | +$2.49K | 0.05% | 97 |
|
|
2021
Q4 | $161K | Buy |
6,130
+50
| +0.8% | +$1.31K | 0.05% | 105 |
|
|
2021
Q3 | $139K | Hold |
6,080
| – | – | 0.05% | 108 |
|
|
2021
Q2 | $139K | Sell |
6,080
-200
| -3% | -$4.57K | 0.05% | 102 |
|
|
2021
Q1 | $129K | Sell |
6,280
-141,364
| -96% | -$2.9M | 0.05% | 100 |
|
|
2020
Q4 | $2.8M | Buy |
147,644
+10,214
| +7% | +$194K | 1.2% | 28 |
|
|
2020
Q3 | $2.43M | Buy |
+137,430
| New | +$2.43M | 1.23% | 27 |
|