CFA
Cahill Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Sell |
27,199
-2,642
| -9% | -$55.9K | 0.07% | 153 |
|
|
2025
Q1 | $642K | Buy |
29,841
+82
| +0.3% | +$1.76K | 0.09% | 143 |
|
|
2024
Q4 | $627K | Buy |
29,759
+3,850
| +15% | +$81.1K | 0.08% | 144 |
|
|
2024
Q3 | $600K | Buy |
25,909
+258
| +1% | +$5.98K | 0.08% | 148 |
|
|
2024
Q2 | $512K | Hold |
25,651
| – | – | 0.07% | 173 |
|
|
2024
Q1 | $521K | Sell |
25,651
-1,027
| -4% | -$20.8K | 0.07% | 172 |
|
|
2023
Q4 | $552K | Sell |
26,678
-3,059
| -10% | -$63.4K | 0.08% | 156 |
|
|
2023
Q3 | $528K | Buy |
29,737
+39
| +0.1% | +$692 | 0.09% | 156 |
|
|
2023
Q2 | $580K | Buy |
29,698
+262
| +0.9% | +$5.12K | 0.09% | 152 |
|
|
2023
Q1 | $574K | Buy |
29,436
+896
| +3% | +$17.5K | 0.1% | 145 |
|
|
2022
Q4 | $551K | Buy |
28,540
+1,290
| +5% | +$24.9K | 0.11% | 144 |
|
|
2022
Q3 | $509K | Buy |
27,250
+3,371
| +14% | +$63K | 0.11% | 150 |
|
|
2022
Q2 | $504K | Buy |
23,879
+116
| +0.5% | +$2.45K | 0.11% | 153 |
|
|
2022
Q1 | $591K | Buy |
23,763
+11,369
| +92% | +$283K | 0.11% | 149 |
|
|
2021
Q4 | $653K | Buy |
12,394
+47
| +0.4% | +$2.48K | 0.13% | 146 |
|
|
2021
Q3 | $564K | Sell |
12,347
-92
| -0.7% | -$4.2K | 0.12% | 149 |
|
|
2021
Q2 | $570K | Buy |
12,439
+37
| +0.3% | +$1.7K | 0.13% | 140 |
|
|
2021
Q1 | $510K | Sell |
12,402
-1,487
| -11% | -$61.1K | 0.12% | 134 |
|
|
2020
Q4 | $527K | Sell |
13,889
-652
| -4% | -$24.7K | 0.13% | 125 |
|
|
2020
Q3 | $514K | Sell |
14,541
-1,184
| -8% | -$41.9K | 0.19% | 102 |
|
|
2020
Q2 | $554K | Sell |
15,725
-45,128
| -74% | -$1.59M | 0.21% | 95 |
|
|
2020
Q1 | $1.99M | Buy |
60,853
+828
| +1% | +$27.1K | 0.92% | 30 |
|
|
2019
Q4 | $2.76M | Buy |
60,025
+1,469
| +3% | +$67.5K | 1% | 27 |
|
|
2019
Q3 | $2.76M | Buy |
58,556
+371
| +0.6% | +$17.5K | 1.07% | 26 |
|
|
2019
Q2 | $2.59M | Buy |
58,185
+990
| +2% | +$44K | 1.02% | 24 |
|
|
2019
Q1 | $2.54M | Buy |
57,195
+4,571
| +9% | +$203K | 1.06% | 22 |
|
|
2018
Q4 | $2.03M | Buy |
52,624
+617
| +1% | +$23.8K | 1.01% | 23 |
|
|
2018
Q3 | $2.17M | Buy |
52,007
+1,446
| +3% | +$60.4K | 0.96% | 27 |
|
|
2018
Q2 | $2.11M | Buy |
50,561
+1,822
| +4% | +$76.1K | 0.98% | 27 |
|
|
2018
Q1 | $1.87M | Buy |
48,739
+3,889
| +9% | +$149K | 0.89% | 31 |
|
|
2017
Q4 | $1.87M | Buy |
44,850
+1,036
| +2% | +$43.1K | 0.94% | 30 |
|
|
2017
Q3 | $1.8M | Buy |
43,814
+1,423
| +3% | +$58.6K | 0.95% | 31 |
|
|
2017
Q2 | $1.75M | Buy |
42,391
+8,403
| +25% | +$346K | 0.97% | 31 |
|
|
2017
Q1 | $1.39M | Sell |
33,988
-111
| -0.3% | -$4.53K | 0.8% | 36 |
|
|
2016
Q4 | $1.4M | Buy |
34,099
+28,173
| +475% | +$1.16M | 0.85% | 35 |
|
|
2016
Q3 | $253K | Buy |
5,926
+303
| +5% | +$12.9K | 0.16% | 108 |
|
|
2016
Q2 | $245K | Buy |
+5,623
| New | +$245K | 0.17% | 104 |
|