Chicago Partners Investment Group’s Schwab US REIT ETF SCHH Stock Holding History

Chicago Partners Investment Group’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.01M	Sell	44,243 -2,193	-5%	-$48.1K	0.02%	548
2025 Q4	$990K	Sell	46,436 -6,391	-12%	-$136K	0.02%	476
2025 Q3	$1.13M	Buy	52,827 +1,377	+3%	+$29.4K	0.03%	393
2025 Q2	$1.12M	Sell	51,450 -4,479	-8%	-$93.8K	0.03%	366
2025 Q1	$1.18M	Sell	55,929 -5,672	-9%	-$121K	0.04%	333
2024 Q4	$1.27M	Sell	61,601 -1,180	-2%	-$26.4K	0.04%	300
2024 Q3	$1.44M	Sell	62,781 -7,122	-10%	-$156K	0.05%	270
2024 Q2	$1.5M	Sell	69,903 -6,276	-8%	-$122K	0.06%	256
2024 Q1	$1.44M	Sell	76,179 -5,899	-7%	-$118K	0.06%	250
2023 Q4	$1.62M	Sell	82,078 -10,766	-12%	-$200K	0.07%	228
2023 Q3	$1.57M	Buy	92,844 +767	+0.8%	+$14.8K	0.08%	222
2023 Q2	$1.82M	Sell	92,077 -580	-0.6%	-$11.1K	0.09%	205
2023 Q1	$1.79M	Sell	92,657 -4,698	-5%	-$94.1K	0.1%	192
2022 Q4	$2.06M	Buy	97,355 +18,048	+23%	+$347K	0.13%	162
2022 Q3	$1.51M	Buy	79,307 +8,509	+12%	+$184K	0.11%	175
2022 Q2	$1.62M	Buy	70,798 +3,217	+5%	+$74K	0.12%	164
2022 Q1	$1.48M	Buy	67,581 +1,663	+3%	+$40.1K	0.11%	159
2021 Q4	$1.53M	Sell	65,918 -3,244	-5%	-$79.9K	0.11%	168
2021 Q3	$1.72M	Sell	69,162 -5,076	-7%	-$121K	0.12%	153
2021 Q2	$1.77M	Sell	74,238 -2,464	-3%	-$54.8K	0.13%	139
2021 Q1	$1.69M	Sell	76,702 -2,048	-3%	-$40.1K	0.14%	131
2020 Q4	$1.5M	Buy	78,750 +78	+0.1%	+$1.44K	0.14%	131
2020 Q3	$1.41M	Sell	78,672 -2,974	-4%	-$53.5K	0.17%	107
2020 Q2	$1.45M	Sell	81,646 -2,186	-3%	-$38K	0.18%	96
2020 Q1	$1.47M	Sell	83,832 -9,384	-10%	-$200K	0.23%	80
2019 Q4	$2.18M	Buy	93,216 +178	+0.2%	+$4.15K	0.27%	65
2019 Q3	$2.24M	Buy	93,038 +744	+0.8%	+$17.1K	0.32%	59
2019 Q2	$2.05M	Buy	92,294 +1,058	+1%	+$23.6K	0.29%	63
2019 Q1	$1.99M	Buy	91,236 +1,928	+2%	+$40.9K	0.29%	62
2018 Q4	$1.78M	Sell	89,308 -3,984	-4%	-$81.3K	0.26%	69
2018 Q3	$1.9M	Buy	93,292 +86	+0.1%	+$1.82K	0.28%	61
2018 Q2	$1.95M	Buy	93,206 +1,410	+2%	+$27.9K	0.3%	57
2018 Q1	$1.76M	Sell	91,796 -2,210	-2%	-$42.6K	0.3%	59
2017 Q4	$1.96M	Buy	94,006 +2,160	+2%	+$44.9K	0.32%	58
2017 Q3	$1.89M	Buy	91,846 +50,980	+125%	+$1.05M	0.32%	57
2017 Q2	$840K	Sell	40,866 -34,870	-46%	-$717K	0.22%	83
2017 Q1	$1.54M	Buy	75,736 +12,580	+20%	+$258K	0.44%	48
2016 Q4	$1.3M	Buy	63,156 +1,620	+3%	+$32.5K	0.47%	51
2016 Q3	$1.31M	Buy	61,536 +814	+1%	+$17.8K	0.52%	45
2016 Q2	$1.32M	Sell	60,722 -3,136	-5%	-$64.7K	0.64%	40
2016 Q1	$1.32M	Buy	63,858 +3,064	+5%	+$58.9K	0.69%	41
2015 Q4	$1.21M	Buy	60,794 +10,050	+20%	+$196K	0.58%	43
2015 Q3	$944K	Sell	50,744 -15,762	-24%	-$296K	0.53%	44
2015 Q2	$1.21M	Buy	66,506 +2,718	+4%	+$52.4K	0.55%	44
2015 Q1	$1.24M	Buy	63,788 +18,500	+41%	+$378K	0.55%	44
2014 Q4	$882K	Buy	+45,288	New	+$848K	0.37%	54