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 |
|