BOK Financial’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 | – | Sell |
-18
| Closed | -$387 | – | 1309 |
|
|
2025
Q1 | $387 | Buy |
+18
| New | +$387 | ﹤0.01% | 1237 |
|
|
2024
Q3 | – | Sell |
-486
| Closed | -$9.71K | – | 1486 |
|
|
2024
Q2 | $9.71K | Hold |
486
| – | – | ﹤0.01% | 951 |
|
|
2024
Q1 | $9.71K | Sell |
486
-500
| -51% | -$9.99K | ﹤0.01% | 957 |
|
|
2023
Q4 | $20.4K | Hold |
986
| – | – | ﹤0.01% | 881 |
|
|
2023
Q3 | $17K | Buy |
+986
| New | +$17K | ﹤0.01% | 861 |
|
|
2023
Q1 | – | Sell |
-11,899
| Closed | -$230K | – | 1242 |
|
|
2022
Q4 | $230K | Buy |
+11,899
| New | +$230K | ﹤0.01% | 818 |
|