Cambridge Investment Research 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 | $904K | Sell |
42,745
-3,398
| -7% | -$71.9K | ﹤0.01% | 2033 |
|
|
2025
Q1 | $993K | Buy |
46,143
+8,226
| +22% | +$177K | ﹤0.01% | 1869 |
|
|
2024
Q4 | $799K | Sell |
37,917
-17,069
| -31% | -$360K | ﹤0.01% | 2043 |
|
|
2024
Q3 | $1.27M | Buy |
54,986
+28,128
| +105% | +$652K | ﹤0.01% | 1682 |
|
|
2024
Q2 | $536K | Buy |
26,858
+1,019
| +4% | +$20.3K | ﹤0.01% | 2246 |
|
|
2024
Q1 | $525K | Sell |
25,839
-21,423
| -45% | -$435K | ﹤0.01% | 2234 |
|
|
2023
Q4 | $979K | Buy |
47,262
+21,657
| +85% | +$449K | ﹤0.01% | 1678 |
|
|
2023
Q3 | $454K | Sell |
25,605
-2,539
| -9% | -$45K | ﹤0.01% | 2161 |
|
|
2023
Q2 | $550K | Sell |
28,144
-1,700
| -6% | -$33.2K | ﹤0.01% | 2057 |
|
|
2023
Q1 | $582K | Sell |
29,844
-7,754
| -21% | -$151K | ﹤0.01% | 1986 |
|
|
2022
Q4 | $725K | Sell |
37,598
-50,661
| -57% | -$977K | ﹤0.01% | 1734 |
|
|
2022
Q3 | $1.65M | Buy |
88,259
+2,103
| +2% | +$39.3K | 0.01% | 1149 |
|
|
2022
Q2 | $1.82M | Sell |
86,156
-71,601
| -45% | -$1.51M | 0.01% | 1092 |
|
|
2022
Q1 | $3.93M | Buy |
157,757
+21,747
| +16% | +$541K | 0.02% | 756 |
|
|
2021
Q4 | $3.58M | Buy |
136,010
+41,966
| +45% | +$1.11M | 0.02% | 819 |
|
|
2021
Q3 | $2.15M | Buy |
94,044
+14,476
| +18% | +$331K | 0.01% | 1063 |
|
|
2021
Q2 | $1.82M | Sell |
79,568
-52,294
| -40% | -$1.2M | 0.01% | 1174 |
|
|
2021
Q1 | $2.71M | Buy |
131,862
+48,224
| +58% | +$991K | 0.01% | 859 |
|
|
2020
Q4 | $1.59M | Sell |
83,638
-26,362
| -24% | -$501K | 0.01% | 1050 |
|
|
2020
Q3 | $1.95M | Sell |
110,000
-39,454
| -26% | -$698K | 0.01% | 817 |
|
|
2020
Q2 | $2.63M | Sell |
149,454
-3,394
| -2% | -$59.8K | 0.02% | 660 |
|
|
2020
Q1 | $2.5M | Sell |
152,848
-33,258
| -18% | -$544K | 0.02% | 577 |
|
|
2019
Q4 | $4.28M | Sell |
186,106
-200,982
| -52% | -$4.62M | 0.03% | 520 |
|
|
2019
Q3 | $9.13M | Buy |
387,088
+238,062
| +160% | +$5.61M | 0.08% | 248 |
|
|
2019
Q2 | $3.31M | Sell |
149,026
-80,762
| -35% | -$1.79M | 0.03% | 538 |
|
|
2019
Q1 | $5.11M | Sell |
229,788
-26,752
| -10% | -$594K | 0.05% | 357 |
|
|
2018
Q4 | $4.94M | Buy |
256,540
+19,208
| +8% | +$370K | 0.05% | 327 |
|
|
2018
Q3 | $4.95M | Buy |
237,332
+6,778
| +3% | +$141K | 0.05% | 379 |
|
|
2018
Q2 | $4.82M | Buy |
230,554
+10,564
| +5% | +$221K | 0.05% | 341 |
|
|
2018
Q1 | $4.21M | Buy |
219,990
+17,858
| +9% | +$342K | 0.05% | 367 |
|
|
2017
Q4 | $4.21M | Buy |
202,132
+36,264
| +22% | +$755K | 0.05% | 351 |
|
|
2017
Q3 | $3.41M | Buy |
165,868
+18,198
| +12% | +$374K | 0.05% | 363 |
|
|
2017
Q2 | $3.04M | Buy |
147,670
+3,726
| +3% | +$76.8K | 0.04% | 381 |
|
|
2017
Q1 | $2.94M | Buy |
143,944
+9,412
| +7% | +$192K | 0.05% | 343 |
|
|
2016
Q4 | $2.76M | Sell |
134,532
-40,876
| -23% | -$839K | 0.05% | 338 |
|
|
2016
Q3 | $3.74M | Buy |
175,408
+65,678
| +60% | +$1.4M | 0.07% | 274 |
|
|
2016
Q2 | $2.38M | Buy |
109,730
+46,498
| +74% | +$1.01M | 0.05% | 336 |
|
|
2016
Q1 | $1.31M | Sell |
63,232
-4,624
| -7% | -$95.7K | 0.03% | 471 |
|
|
2015
Q4 | $1.35M | Buy |
67,856
+17,598
| +35% | +$349K | 0.03% | 463 |
|
|
2015
Q3 | $935K | Buy |
50,258
+7,098
| +16% | +$132K | 0.03% | 503 |
|
|
2015
Q2 | $784K | Buy |
43,160
+606
| +1% | +$11K | 0.02% | 604 |
|
|
2015
Q1 | $863K | Sell |
42,554
-7,110
| -14% | -$144K | 0.02% | 553 |
|
|
2014
Q4 | $967K | Sell |
49,664
-1,134
| -2% | -$22.1K | 0.03% | 491 |
|
|
2014
Q3 | $865K | Buy |
+50,798
| New | +$865K | 0.03% | 571 |
|