Capital Insight Partners’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 | $758K | Sell |
35,803
-1,406
| -4% | -$29.8K | 0.13% | 112 |
|
|
2025
Q1 | $800K | Sell |
37,209
-6,566
| -15% | -$141K | 0.14% | 111 |
|
|
2024
Q4 | $922K | Sell |
43,775
-2,275
| -5% | -$47.9K | 0.16% | 100 |
|
|
2024
Q3 | $1.07M | Sell |
46,050
-267
| -0.6% | -$6.19K | 0.19% | 92 |
|
|
2024
Q2 | $925K | Sell |
46,317
-2,715
| -6% | -$54.2K | 0.17% | 95 |
|
|
2024
Q1 | $995K | Sell |
49,032
-1,152
| -2% | -$23.4K | 0.19% | 94 |
|
|
2023
Q4 | $1.04M | Sell |
50,184
-5,204
| -9% | -$108K | 0.21% | 90 |
|
|
2023
Q3 | $983K | Sell |
55,388
-11,057
| -17% | -$196K | 0.22% | 87 |
|
|
2023
Q2 | $1.3M | Sell |
66,445
-8,311
| -11% | -$162K | 0.29% | 84 |
|
|
2023
Q1 | $1.46M | Sell |
74,756
-20,200
| -21% | -$394K | 0.34% | 81 |
|
|
2022
Q4 | $1.83M | Sell |
94,956
-113,932
| -55% | -$2.2M | 0.48% | 65 |
|
|
2022
Q3 | $3.9M | Sell |
208,888
-13,406
| -6% | -$251K | 1.05% | 24 |
|
|
2022
Q2 | $4.69M | Sell |
222,294
-5,923
| -3% | -$125K | 1.09% | 21 |
|
|
2022
Q1 | $5.68M | Sell |
228,217
-20,149
| -8% | -$501K | 1.16% | 15 |
|
|
2021
Q4 | $6.54M | Sell |
248,366
-8,406
| -3% | -$221K | 1.33% | 12 |
|
|
2021
Q3 | $5.87M | Sell |
256,772
-39,930
| -13% | -$912K | 1.27% | 14 |
|
|
2021
Q2 | $6.79M | Sell |
296,702
-11,802
| -4% | -$270K | 1.53% | 13 |
|
|
2021
Q1 | $6.34M | Sell |
308,504
-15,996
| -5% | -$329K | 1.54% | 12 |
|
|
2020
Q4 | $6.16M | Sell |
324,500
-17,574
| -5% | -$334K | 1.55% | 13 |
|
|
2020
Q3 | $6.05M | Sell |
342,074
-38,738
| -10% | -$685K | 1.7% | 11 |
|
|
2020
Q2 | $6.71M | Sell |
380,812
-20,008
| -5% | -$352K | 2.12% | 8 |
|
|
2020
Q1 | $6.56M | Buy |
400,820
+370,870
| +1,238% | +$6.07M | 3.47% | 5 |
|
|
2019
Q4 | $688K | Buy |
+29,950
| New | +$688K | 0.32% | 77 |
|