Bridgewater 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 | $236K | Buy |
10,948
+4
| +0% | +$86 | 0.02% | 393 |
|
|
2025
Q1 | $229K | Buy |
+10,944
| New | +$229K | 0.02% | 369 |
|
|
2024
Q4 | – | Sell |
-10,060
| Closed | -$228K | – | 138 |
|
|
2024
Q3 | $228K | Sell |
10,060
-625
| -6% | -$14.1K | 0.02% | 135 |
|
|
2024
Q2 | $223K | Sell |
10,685
-283
| -3% | -$5.9K | 0.03% | 130 |
|
|
2024
Q1 | $223K | Sell |
10,968
-1,401
| -11% | -$28.4K | 0.03% | 97 |
|
|
2023
Q4 | $256K | Sell |
12,369
-3,174
| -20% | -$65.7K | 0.04% | 95 |
|
|
2023
Q3 | $276K | Buy |
15,543
+21
| +0.1% | +$373 | 0.04% | 102 |
|
|
2023
Q2 | $303K | Sell |
15,522
-864
| -5% | -$16.9K | 0.06% | 99 |
|
|
2023
Q1 | $320K | Sell |
16,386
-119
| -0.7% | -$2.32K | 0.07% | 106 |
|
|
2022
Q4 | $318K | Sell |
16,505
-537
| -3% | -$10.4K | 0.08% | 102 |
|
|
2022
Q3 | $319K | Sell |
17,042
-540
| -3% | -$10.1K | 0.09% | 112 |
|
|
2022
Q2 | $371K | Buy |
17,582
+333
| +2% | +$7.03K | 0.08% | 171 |
|
|
2022
Q1 | $429K | Buy |
17,249
+429
| +3% | +$10.7K | 0.1% | 160 |
|
|
2021
Q4 | $443K | Buy |
16,820
+588
| +4% | +$15.5K | 0.1% | 156 |
|
|
2021
Q3 | $371K | Buy |
16,232
+328
| +2% | +$7.5K | 0.1% | 160 |
|
|
2021
Q2 | $364K | Buy |
15,904
+1,560
| +11% | +$35.7K | 0.12% | 166 |
|
|
2021
Q1 | $304K | Buy |
+14,344
| New | +$304K | 0.15% | 122 |
|