Callan Capital’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
Q1 | $381K | Hold |
17,730
| – | – | 0.03% | 245 |
|
|
2024
Q4 | $373K | Sell |
17,730
-200
| -1% | -$4.21K | 0.03% | 223 |
|
|
2024
Q3 | $415K | Sell |
17,930
-170
| -0.9% | -$3.94K | 0.03% | 209 |
|
|
2024
Q2 | $361K | Sell |
18,100
-16
| -0.1% | -$320 | 0.03% | 208 |
|
|
2024
Q1 | $368K | Hold |
18,116
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $375K | Sell |
18,116
-3,000
| -14% | -$62.1K | 0.04% | 150 |
|
|
2023
Q3 | $375K | Buy |
21,116
+3,000
| +17% | +$53.3K | 0.04% | 139 |
|
|
2023
Q2 | $354K | Hold |
18,116
| – | – | 0.04% | 131 |
|
|
2023
Q1 | $353K | Buy |
18,116
+286
| +2% | +$5.58K | 0.04% | 132 |
|
|
2022
Q4 | $344K | Buy |
17,830
+536
| +3% | +$10.3K | 0.04% | 132 |
|
|
2022
Q3 | $323K | Hold |
17,294
| – | – | 0.05% | 102 |
|
|
2022
Q2 | $365K | Hold |
17,294
| – | – | 0.06% | 85 |
|
|
2022
Q1 | $430K | Buy |
17,294
+5,268
| +44% | +$131K | 0.06% | 85 |
|
|
2021
Q4 | $317K | Buy |
+12,026
| New | +$317K | 0.05% | 102 |
|