Capital Investment Advisory Services’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 | $81.7K | Buy |
3,863
+5
| +0.1% | +$106 | 0.01% | 681 |
|
|
2025
Q1 | $83K | Sell |
3,858
-9
| -0.2% | -$194 | 0.01% | 642 |
|
|
2024
Q4 | $81.4K | Sell |
3,867
-60
| -2% | -$1.26K | 0.01% | 600 |
|
|
2024
Q3 | $91K | Buy |
3,927
+8
| +0.2% | +$185 | 0.01% | 604 |
|
|
2024
Q2 | $78.3K | Buy |
3,919
+2
| +0.1% | +$40 | 0.01% | 598 |
|
|
2024
Q1 | $79.5K | Buy |
3,917
+3
| +0.1% | +$61 | 0.01% | 595 |
|
|
2023
Q4 | $81.1K | Buy |
3,914
+940
| +32% | +$19.5K | 0.01% | 591 |
|
|
2023
Q3 | $52.8K | Buy |
2,974
+5
| +0.2% | +$89 | 0.01% | 603 |
|
|
2023
Q2 | $58K | Sell |
2,969
-26
| -0.9% | -$508 | 0.01% | 591 |
|
|
2023
Q1 | $58.4K | Sell |
2,995
-872
| -23% | -$17K | 0.01% | 584 |
|
|
2022
Q4 | $74.6K | Buy |
3,867
+370
| +11% | +$7.14K | 0.01% | 579 |
|
|
2022
Q3 | $65K | Buy |
3,497
+4
| +0.1% | +$74 | 0.01% | 549 |
|
|
2022
Q2 | $74K | Buy |
3,493
+598
| +21% | +$12.7K | 0.01% | 561 |
|
|
2022
Q1 | $72K | Buy |
2,895
+13
| +0.5% | +$323 | 0.01% | 598 |
|
|
2021
Q4 | $76K | Buy |
2,882
+356
| +14% | +$9.39K | 0.01% | 566 |
|
|
2021
Q3 | $58K | Buy |
2,526
+2
| +0.1% | +$46 | 0.01% | 558 |
|
|
2021
Q2 | $58K | Hold |
2,524
| – | – | 0.01% | 575 |
|
|
2021
Q1 | $52K | Buy |
2,524
+736
| +41% | +$15.2K | 0.01% | 538 |
|
|
2020
Q4 | $34K | Sell |
1,788
-778
| -30% | -$14.8K | 0.01% | 542 |
|
|
2020
Q3 | $45K | Sell |
2,566
-2,338
| -48% | -$41K | 0.01% | 458 |
|
|
2020
Q2 | $86K | Sell |
4,904
-3,468
| -41% | -$60.8K | 0.02% | 377 |
|
|
2020
Q1 | $137K | Buy |
8,372
+7,594
| +976% | +$124K | 0.03% | 317 |
|
|
2019
Q4 | $18K | Hold |
778
| – | – | ﹤0.01% | 447 |
|
|
2019
Q3 | $18K | Hold |
778
| – | – | 0.01% | 841 |
|
|
2019
Q2 | $17K | Sell |
778
-776
| -50% | -$17K | 0.01% | 827 |
|
|
2019
Q1 | $35K | Hold |
1,554
| – | – | 0.01% | 553 |
|
|
2018
Q4 | $30K | Buy |
+1,554
| New | +$30K | 0.01% | 558 |
|