Cerity 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
Q2 | $56.1M | Sell |
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|
2025
Q1 | $58.5M | Sell |
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|
2024
Q4 | $63M | Sell |
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|
2024
Q3 | $76.3M | Buy |
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|
2024
Q2 | $56.9M | Buy |
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|
2024
Q1 | $55.5M | Sell |
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|
2023
Q4 | $57.1M | Buy |
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|
2023
Q3 | $39.5M | Sell |
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|
2023
Q2 | $44.4M | Buy |
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|
2023
Q1 | $37.6M | Buy |
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|
2022
Q4 | $28.5M | Sell |
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|
2022
Q3 | $13M | Buy |
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|
2022
Q2 | $10.7M | Buy |
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|
2022
Q1 | $4.58M | Sell |
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|
2021
Q4 | $8.18M | Buy |
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|
2021
Q3 | $6.05M | Buy |
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|
2021
Q2 | $5.97M | Buy |
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|
2021
Q1 | $5.04M | Buy |
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|
2020
Q4 | $4.6M | Sell |
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|
2020
Q3 | $4.42M | Buy |
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|
2020
Q2 | $4.03M | Sell |
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|
2020
Q1 | $7.65M | Buy |
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|
2019
Q4 | $3.56M | Buy |
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