Charles Schwab Trust’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25M | Sell |
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|
2025
Q2 | $24.1M | Buy |
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|
2025
Q1 | $23.1M | Buy |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $24.1M | Sell |
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|
2024
Q2 | $25M | Buy |
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|
2024
Q1 | $24.3M | Buy |
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|
2023
Q4 | $22.6M | Sell |
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|
2023
Q3 | $23M | Buy |
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|
2023
Q2 | $20.6M | Sell |
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|
2023
Q1 | $21.2M | Buy |
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|
2022
Q4 | $14.6M | Sell |
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|
2022
Q3 | $15M | Buy |
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|
2022
Q2 | $8M | Sell |
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|
2022
Q1 | $10.4M | Buy |
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|
2021
Q4 | $10.4M | Buy |
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|
2021
Q3 | $2.56M | Sell |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $2.63M | Buy |
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|
2020
Q4 | $2.29M | Sell |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $2.07M | Sell |
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|
2020
Q1 | $3.33M | Buy |
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|
2019
Q4 | $886K | Sell |
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|
2019
Q3 | $895K | Buy |
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