BCI
Brinker Capital Investments’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
68,102
+7,779
| +13% | +$165K | 0.01% | 976 |
|
|
2025
Q1 | $1.3M | Buy |
60,323
+7,431
| +14% | +$160K | 0.01% | 936 |
|
|
2024
Q4 | $1.11M | Buy |
52,892
+9,112
| +21% | +$192K | 0.01% | 994 |
|
|
2024
Q3 | $1.01M | Buy |
43,780
+7,108
| +19% | +$165K | 0.01% | 1032 |
|
|
2024
Q2 | $732K | Buy |
36,672
+79
| +0.2% | +$1.58K | 0.01% | 1132 |
|
|
2024
Q1 | $743K | Buy |
36,593
+5,035
| +16% | +$102K | 0.01% | 1115 |
|
|
2023
Q4 | $652K | Sell |
31,558
-5,989
| -16% | -$124K | 0.01% | 1110 |
|
|
2023
Q3 | $666K | Buy |
37,547
+525
| +1% | +$9.32K | 0.01% | 1089 |
|
|
2023
Q2 | $723K | Buy |
37,022
+7,499
| +25% | +$146K | 0.01% | 1075 |
|
|
2023
Q1 | $576K | Buy |
+29,523
| New | +$576K | 0.01% | 1090 |
|
|
2020
Q1 | – | Sell |
-101,395
| Closed | -$4.66M | – | 676 |
|
|
2019
Q4 | $4.66M | Buy |
101,395
+1,395
| +1% | +$64.1K | 0.16% | 124 |
|
|
2019
Q3 | $4.72M | Hold |
100,000
| – | – | 0.16% | 128 |
|
|
2019
Q2 | $4.44M | Hold |
100,000
| – | – | 0.14% | 146 |
|
|
2019
Q1 | $4.44M | Buy |
+100,000
| New | +$4.44M | 0.14% | 143 |
|
|
2018
Q1 | – | Sell |
-3
| Closed | – | – | 591 |
|
|
2017
Q4 | $0 | Buy |
+3
| New | – | ﹤0.01% | 588 |
|
|
2016
Q1 | – | Sell |
-69
| Closed | -$3K | – | 642 |
|
|
2015
Q4 | $3K | Buy |
+69
| New | +$3K | ﹤0.01% | 457 |
|
|
2013
Q3 | – | Sell |
-13,498
| Closed | -$433K | – | 392 |
|
|
2013
Q2 | $433K | Buy |
+13,498
| New | +$433K | 0.02% | 205 |
|