Choreo LLC’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
$1.39M Sell
65,592
-12,160
-16% -$257K 0.02% 472
2025
Q1
$1.67M Sell
77,752
-1,315
-2% -$28.3K 0.03% 376
2024
Q4
$1.67M Sell
79,067
-6,501
-8% -$137K 0.02% 414
2024
Q3
$1.97M Sell
85,568
-3,568
-4% -$82.1K 0.03% 356
2024
Q2
$1.76M Buy
89,136
+10,587
+13% +$209K 0.03% 354
2024
Q1
$1.59M Buy
78,549
+6,016
+8% +$122K 0.04% 208
2023
Q4
$1.5M Buy
72,533
+31,854
+78% +$660K 0.04% 204
2023
Q3
$722K Buy
40,679
+2,925
+8% +$51.9K 0.03% 228
2023
Q2
$737K Buy
37,754
+3,058
+9% +$59.7K 0.03% 240
2023
Q1
$677K Buy
34,696
+9,666
+39% +$188K 0.02% 253
2022
Q4
$483K Sell
25,030
-738
-3% -$14.2K 0.02% 146
2022
Q3
$482K Buy
25,768
+1,404
+6% +$26.3K 0.03% 125
2022
Q2
$514K Sell
24,364
-10,846
-31% -$229K 0.03% 127
2022
Q1
$876K Sell
35,210
-2,336
-6% -$58.1K 0.04% 108
2021
Q4
$989K Buy
37,546
+6,364
+20% +$168K 0.05% 106
2021
Q3
$712K Buy
31,182
+7,332
+31% +$167K 0.04% 118
2021
Q2
$546K Sell
23,850
-3,874
-14% -$88.7K 0.03% 127
2021
Q1
$570K Buy
27,724
+802
+3% +$16.5K 0.04% 113
2020
Q4
$513K Buy
+26,922
New +$513K 0.04% 122