Charles Schwab Investment Advisory’s iShares Core US REIT ETF USRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $140M | Sell |
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|
2023
Q4 | $146M | Buy |
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|
2023
Q3 | $113M | Sell |
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|
2023
Q2 | $125M | Sell |
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|
2023
Q1 | $125M | Sell |
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|
2022
Q4 | $124M | Buy |
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|
2022
Q3 | $112M | Buy |
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|
2022
Q2 | $104M | Buy |
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|
2022
Q1 | $97.7M | Sell |
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|
2021
Q4 | $104M | Sell |
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|
2021
Q3 | $93.5M | Sell |
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|
2021
Q2 | $95.8M | Sell |
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|
2021
Q1 | $89.9M | Sell |
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|
2020
Q4 | $85.9M | Sell |
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|
2020
Q3 | $81.9M | Sell |
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|
2020
Q2 | $86.8M | Sell |
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|
2020
Q1 | $163M | Buy |
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|
2019
Q4 | $139M | Sell |
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|
2019
Q3 | $146M | Sell |
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|
2019
Q2 | $144M | Sell |
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|
2019
Q1 | $150M | Sell |
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|
2018
Q4 | $134M | Buy |
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|
2018
Q3 | $6.4M | Sell |
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|
2018
Q2 | $6.57M | Buy |
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|
2018
Q1 | $5.01M | Buy |
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|
2017
Q4 | $1.25M | Buy |
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