Capital Analysts 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 | $74K | Sell |
3,494
-161
| -4% | -$3.41K | ﹤0.01% | 734 |
|
|
2025
Q1 | $79K | Sell |
3,655
-5
| -0.1% | -$108 | ﹤0.01% | 693 |
|
|
2024
Q4 | $77K | Buy |
3,660
+646
| +21% | +$13.6K | ﹤0.01% | 672 |
|
|
2024
Q3 | $70K | Buy |
3,014
+333
| +12% | +$7.73K | ﹤0.01% | 660 |
|
|
2024
Q2 | $54K | Buy |
2,681
+1,820
| +211% | +$36.7K | ﹤0.01% | 691 |
|
|
2024
Q1 | $17K | Buy |
861
+825
| +2,292% | +$16.3K | ﹤0.01% | 854 |
|
|
2023
Q4 | $1K | Hold |
36
| – | – | ﹤0.01% | 1074 |
|
|
2023
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 1135 |
|
|
2021
Q1 | – | Sell |
-44
| Closed | -$1K | – | 1093 |
|
|
2020
Q4 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 727 |
|