Cambridge 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 | $293K | Buy |
13,849
+5
| +0% | +$106 | 0.06% | 150 |
|
|
2025
Q1 | $298K | Buy |
13,844
+3
| +0% | +$65 | 0.07% | 146 |
|
|
2024
Q4 | $291K | Sell |
13,841
-494
| -3% | -$10.4K | 0.07% | 144 |
|
|
2024
Q3 | $332K | Sell |
14,335
-91
| -0.6% | -$2.11K | 0.07% | 137 |
|
|
2024
Q2 | $288K | Sell |
14,426
-10
| -0.1% | -$200 | 0.07% | 143 |
|
|
2024
Q1 | $293K | Buy |
14,436
+3
| +0% | +$61 | 0.07% | 144 |
|
|
2023
Q4 | $299K | Sell |
14,433
-1,143
| -7% | -$23.7K | 0.08% | 141 |
|
|
2023
Q3 | $276K | Sell |
15,576
-759
| -5% | -$13.5K | 0.07% | 143 |
|
|
2023
Q2 | $319K | Buy |
16,335
+453
| +3% | +$8.85K | 0.08% | 135 |
|
|
2023
Q1 | $310K | Sell |
15,882
-480
| -3% | -$9.36K | 0.08% | 144 |
|
|
2022
Q4 | $316K | Sell |
16,362
-1,214
| -7% | -$23.4K | 0.08% | 142 |
|
|
2022
Q3 | $328K | Buy |
17,576
+8
| +0% | +$149 | 0.09% | 131 |
|
|
2022
Q2 | $371K | Buy |
17,568
+1,452
| +9% | +$30.7K | 0.1% | 126 |
|
|
2022
Q1 | $401K | Buy |
16,116
+58
| +0.4% | +$1.44K | 0.1% | 135 |
|
|
2021
Q4 | $423K | Buy |
16,058
+428
| +3% | +$11.3K | 0.1% | 135 |
|
|
2021
Q3 | $357K | Buy |
15,630
+4
| +0% | +$91 | 0.09% | 142 |
|
|
2021
Q2 | $358K | Buy |
15,626
+2,406
| +18% | +$55.1K | 0.09% | 141 |
|
|
2021
Q1 | $272K | Sell |
13,220
-590
| -4% | -$12.1K | 0.07% | 147 |
|
|
2020
Q4 | $262K | Sell |
13,810
-760
| -5% | -$14.4K | 0.07% | 138 |
|
|
2020
Q3 | $258K | Sell |
14,570
-30,248
| -67% | -$536K | 0.08% | 133 |
|
|
2020
Q2 | $789K | Sell |
44,818
-19,888
| -31% | -$350K | 0.25% | 69 |
|
|
2020
Q1 | $1.06M | Buy |
64,706
+3,496
| +6% | +$57.2K | 0.39% | 42 |
|
|
2019
Q4 | $1.41M | Buy |
61,210
+5,824
| +11% | +$134K | 0.43% | 39 |
|
|
2019
Q3 | $1.31M | Buy |
55,386
+2,606
| +5% | +$61.4K | 0.43% | 35 |
|
|
2019
Q2 | $1.17M | Buy |
52,780
+12,292
| +30% | +$273K | 0.39% | 43 |
|
|
2019
Q1 | $899K | Sell |
40,488
-2,998
| -7% | -$66.6K | 0.31% | 59 |
|
|
2018
Q4 | $837K | Buy |
43,486
+1,376
| +3% | +$26.5K | 0.31% | 58 |
|
|
2018
Q3 | $879K | Sell |
42,110
-6
| -0% | -$125 | 0.3% | 60 |
|
|
2018
Q2 | $880K | Sell |
42,116
-206
| -0.5% | -$4.3K | 0.31% | 60 |
|
|
2018
Q1 | $809K | Buy |
42,322
+908
| +2% | +$17.4K | 0.29% | 62 |
|
|
2017
Q4 | $862K | Buy |
41,414
+258
| +0.6% | +$5.37K | 0.31% | 60 |
|
|
2017
Q3 | $846K | Buy |
41,156
+502
| +1% | +$10.3K | 0.33% | 56 |
|
|
2017
Q2 | $838K | Sell |
40,654
-724
| -2% | -$14.9K | 0.34% | 58 |
|
|
2017
Q1 | $844K | Buy |
41,378
+2,670
| +7% | +$54.5K | 0.35% | 58 |
|
|
2016
Q4 | $794K | Buy |
38,708
+7,250
| +23% | +$149K | 0.35% | 58 |
|
|
2016
Q3 | $671K | Buy |
31,458
+4,730
| +18% | +$101K | 0.3% | 67 |
|
|
2016
Q2 | $581K | Buy |
26,728
+910
| +4% | +$19.8K | 0.27% | 72 |
|
|
2016
Q1 | $534K | Buy |
25,818
+4,492
| +21% | +$92.9K | 0.25% | 76 |
|
|
2015
Q4 | $423K | Buy |
21,326
+952
| +5% | +$18.9K | 0.24% | 84 |
|
|
2015
Q3 | $379K | Buy |
20,374
+5,606
| +38% | +$104K | 0.22% | 87 |
|
|
2015
Q2 | $268K | Buy |
14,768
+1,280
| +9% | +$23.2K | 0.15% | 109 |
|
|
2015
Q1 | $273K | Sell |
13,488
-1,518
| -10% | -$30.7K | 0.16% | 107 |
|
|
2014
Q4 | $292K | Buy |
+15,006
| New | +$292K | 0.18% | 103 |
|