Bristlecone 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 | $62.9K | Buy |
2,973
+23
| +0.8% | +$487 | 0.01% | 249 |
|
|
2025
Q1 | $63.5K | Buy |
2,950
+13
| +0.4% | +$280 | 0.01% | 310 |
|
|
2024
Q4 | $61.8K | Buy |
2,937
+32
| +1% | +$674 | ﹤0.01% | 308 |
|
|
2024
Q3 | $67.3K | Buy |
+2,905
| New | +$67.3K | 0.01% | 313 |
|
|
2023
Q2 | – | Sell |
-897
| Closed | -$17.5K | – | 329 |
|
|
2023
Q1 | $17.5K | Buy |
+897
| New | +$17.5K | ﹤0.01% | 321 |
|