CAP Partners LLC’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 | $245K | Sell |
11,563
-487
| -4% | -$10.3K | 0.15% | 119 |
|
|
2025
Q1 | $259K | Sell |
12,050
-304
| -2% | -$6.54K | 0.19% | 108 |
|
|
2024
Q4 | $260K | Sell |
12,354
-206
| -2% | -$4.34K | 0.18% | 109 |
|
|
2024
Q3 | $291K | Buy |
12,560
+107
| +0.9% | +$2.48K | 0.22% | 102 |
|
|
2024
Q2 | $249K | Buy |
12,453
+356
| +3% | +$7.11K | 0.2% | 107 |
|
|
2024
Q1 | $246K | Sell |
12,097
-45
| -0.4% | -$913 | 0.22% | 97 |
|
|
2023
Q4 | $251K | Buy |
+12,142
| New | +$251K | 0.25% | 86 |
|