Cetera Investment Advisers’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 | $4.49M | Buy |
212,355
+10,153
| +5% | +$215K | 0.01% | 1258 |
|
|
2025
Q1 | $4.35M | Sell |
202,202
-3,968
| -2% | -$85.4K | 0.01% | 1203 |
|
|
2024
Q4 | $4.34M | Buy |
206,170
+5,148
| +3% | +$108K | 0.01% | 1116 |
|
|
2024
Q3 | $4.66M | Buy |
201,022
+3,644
| +2% | +$84.4K | 0.01% | 1038 |
|
|
2024
Q2 | $3.94M | Sell |
197,378
-626
| -0.3% | -$12.5K | 0.01% | 1128 |
|
|
2024
Q1 | $4.02M | Buy |
+198,004
| New | +$4.02M | 0.01% | 1098 |
|
|
2018
Q1 | – | Sell |
-21,714
| Closed | -$449K | – | 425 |
|
|
2017
Q4 | $449K | Buy |
21,714
+6,270
| +41% | +$130K | 0.08% | 256 |
|
|
2017
Q3 | $317K | Buy |
15,444
+1,320
| +9% | +$27.1K | 0.07% | 299 |
|
|
2017
Q2 | $289K | Buy |
14,124
+2,100
| +17% | +$43K | 0.07% | 308 |
|
|
2017
Q1 | $245K | Buy |
+12,024
| New | +$245K | 0.07% | 305 |
|