Certuity’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 | $655K | Buy |
30,948
+1,965
| +7% | +$41.6K | 0.06% | 177 |
|
|
2025
Q1 | $623K | Buy |
28,983
+7,098
| +32% | +$153K | 0.07% | 165 |
|
|
2024
Q4 | $461K | Buy |
21,885
+14
| +0.1% | +$295 | 0.05% | 185 |
|
|
2024
Q3 | $507K | Sell |
21,871
-9,103
| -29% | -$211K | 0.05% | 182 |
|
|
2024
Q2 | $619K | Sell |
30,974
-8
| -0% | -$160 | 0.05% | 164 |
|
|
2024
Q1 | $629K | Sell |
30,982
-7,320
| -19% | -$149K | 0.06% | 153 |
|
|
2023
Q4 | $793K | Buy |
38,302
+14
| +0% | +$290 | 0.08% | 132 |
|
|
2023
Q3 | $680K | Sell |
38,288
-300
| -0.8% | -$5.33K | 0.08% | 112 |
|
|
2023
Q2 | $754K | Buy |
38,588
+103
| +0.3% | +$2.01K | 0.09% | 104 |
|
|
2023
Q1 | $750K | Sell |
38,485
-1,232
| -3% | -$24K | 0.11% | 83 |
|
|
2022
Q4 | $766K | Sell |
39,717
-10,731
| -21% | -$207K | 0.12% | 79 |
|
|
2022
Q3 | $943K | Sell |
50,448
-4,265
| -8% | -$79.7K | 0.22% | 55 |
|
|
2022
Q2 | $1.15M | Buy |
54,713
+8,453
| +18% | +$178K | 0.3% | 45 |
|
|
2022
Q1 | $1.15M | Buy |
46,260
+666
| +1% | +$16.6K | 0.25% | 66 |
|
|
2021
Q4 | $1.2M | Buy |
45,594
+16,174
| +55% | +$426K | 0.26% | 63 |
|
|
2021
Q3 | $672K | Buy |
29,420
+9,814
| +50% | +$224K | 0.13% | 118 |
|
|
2021
Q2 | $449K | Buy |
+19,606
| New | +$449K | 0.1% | 146 |
|