Brio Consultants’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 | $2.09M | Sell |
98,645
-4,673
| -5% | -$98.9K | 0.3% | 50 |
|
|
2025
Q1 | $2.22M | Buy |
103,318
+1,027
| +1% | +$22.1K | 0.35% | 47 |
|
|
2024
Q4 | $2.15M | Buy |
102,291
+963
| +1% | +$20.3K | 0.34% | 49 |
|
|
2024
Q3 | $2.35M | Sell |
101,328
-1,619
| -2% | -$37.5K | 0.37% | 43 |
|
|
2024
Q2 | $2.06M | Sell |
102,947
-1,006
| -1% | -$20.1K | 0.34% | 43 |
|
|
2024
Q1 | $2.11M | Sell |
103,953
-1,176
| -1% | -$23.9K | 0.36% | 42 |
|
|
2023
Q4 | $2.18M | Buy |
105,129
+65,047
| +162% | +$1.35M | 0.39% | 42 |
|
|
2023
Q3 | $711K | Buy |
40,082
+12,015
| +43% | +$213K | 0.13% | 60 |
|
|
2023
Q2 | $548K | Sell |
28,067
-1,466
| -5% | -$28.6K | 0.1% | 65 |
|
|
2023
Q1 | $576K | Buy |
29,533
+103
| +0.3% | +$2.01K | 0.11% | 62 |
|
|
2022
Q4 | $568K | Buy |
29,430
+610
| +2% | +$11.8K | 0.11% | 61 |
|
|
2022
Q3 | $523K | Buy |
+28,820
| New | +$523K | 0.11% | 66 |
|