Brinker Capital Investments’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $576K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $4.66M | Buy |
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|
2019
Q3 | $4.72M | Hold |
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|
2019
Q2 | $4.44M | Hold |
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|
2019
Q1 | $4.44M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $0 | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $433K | Buy |
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