CIBC Private Wealth Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $212K | Sell |
10,010
-1,968
| -16% | -$41.6K | ﹤0.01% | 1108 |
|
|
2025
Q1 | $227K | Buy |
11,978
+3,390
| +39% | +$64.2K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $178K | Sell |
8,588
-161
| -2% | -$3.33K | ﹤0.01% | 1197 |
|
|
2024
Q3 | $203K | Sell |
8,749
-11
| -0.1% | -$255 | ﹤0.01% | 1178 |
|
|
2024
Q2 | $175K | Buy |
8,760
+1,487
| +20% | +$29.7K | ﹤0.01% | 1159 |
|
|
2024
Q1 | $145K | Buy |
+7,273
| New | +$145K | ﹤0.01% | 1245 |
|
|
2022
Q1 | – | Sell |
-7,750
| Closed | -$204K | – | 1305 |
|
|
2021
Q4 | $204K | Buy |
+7,750
| New | +$204K | ﹤0.01% | 970 |
|
|
2018
Q3 | – | Sell |
-578
| Closed | -$12K | – | 1577 |
|
|
2018
Q2 | $12K | Buy |
578
+140
| +32% | +$2.91K | ﹤0.01% | 1524 |
|
|
2018
Q1 | $8K | Hold |
438
| – | – | ﹤0.01% | 1577 |
|
|
2017
Q4 | $9K | Buy |
+438
| New | +$9K | ﹤0.01% | 1577 |
|