Capital Insight Partners’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $646K | Sell |
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|
2025
Q2 | $758K | Sell |
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|
2025
Q1 | $800K | Sell |
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|
2024
Q4 | $922K | Sell |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $925K | Sell |
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|
2024
Q1 | $995K | Sell |
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|
2023
Q4 | $1.04M | Sell |
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|
2023
Q3 | $983K | Sell |
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|
2023
Q2 | $1.3M | Sell |
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|
2023
Q1 | $1.46M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $3.9M | Sell |
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|
2022
Q2 | $4.69M | Sell |
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|
2022
Q1 | $5.68M | Sell |
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|
2021
Q4 | $6.54M | Sell |
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|
2021
Q3 | $5.87M | Sell |
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|
2021
Q2 | $6.79M | Sell |
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|
2021
Q1 | $6.34M | Sell |
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|
2020
Q4 | $6.16M | Sell |
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|
2020
Q3 | $6.05M | Sell |
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|
2020
Q2 | $6.71M | Sell |
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|
2020
Q1 | $6.56M | Buy |
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|
2019
Q4 | $688K | Buy |
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