CIR
Clear Investment Research’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
7,959
-158
| -2% | -$3.35K | 0.21% | 65 |
|
|
2025
Q1 | $175K | Hold |
8,117
| – | – | 0.23% | 62 |
|
|
2024
Q4 | $171K | Hold |
8,117
| – | – | 0.22% | 59 |
|
|
2024
Q3 | $188K | Sell |
8,117
-666
| -8% | -$15.4K | 0.24% | 56 |
|
|
2024
Q2 | $175K | Hold |
8,783
| – | – | 0.23% | 54 |
|
|
2024
Q1 | $178K | Sell |
8,783
-1,418
| -14% | -$28.8K | 0.24% | 55 |
|
|
2023
Q4 | $211K | Buy |
10,201
+1,418
| +16% | +$29.4K | 0.3% | 53 |
|
|
2023
Q3 | $156K | Hold |
8,783
| – | – | 0.27% | 53 |
|
|
2023
Q2 | $172K | Buy |
8,783
+725
| +9% | +$14.2K | 0.29% | 49 |
|
|
2023
Q1 | $157K | Buy |
8,058
+710
| +10% | +$13.8K | 0.28% | 51 |
|
|
2022
Q4 | $142K | Hold |
7,348
| – | – | 0.28% | 50 |
|
|
2022
Q3 | $137K | Hold |
7,348
| – | – | 0.29% | 50 |
|
|
2022
Q2 | $155K | Hold |
7,348
| – | – | 0.34% | 50 |
|
|
2022
Q1 | $183K | Buy |
7,348
+3,674
| +100% | +$91.5K | 0.36% | 51 |
|
|
2021
Q4 | $194K | Hold |
3,674
| – | – | 0.3% | 51 |
|
|
2021
Q3 | $168K | Hold |
3,674
| – | – | 0.27% | 55 |
|
|
2021
Q2 | $168K | Hold |
3,674
| – | – | 0.28% | 50 |
|
|
2021
Q1 | $151K | Hold |
3,674
| – | – | 0.27% | 50 |
|
|
2020
Q4 | $140K | Hold |
3,674
| – | – | 0.25% | 52 |
|
|
2020
Q3 | $130K | Hold |
3,674
| – | – | 0.26% | 48 |
|
|
2020
Q2 | $129K | Sell |
3,674
-26,330
| -88% | -$924K | 0.28% | 43 |
|
|
2020
Q1 | $98K | Hold |
30,004
| – | – | 0.24% | 50 |
|
|
2019
Q4 | $138K | Buy |
30,004
+27,289
| +1,005% | +$126K | 0.29% | 47 |
|
|
2019
Q3 | $128K | Hold |
2,715
| – | – | 0.27% | 48 |
|
|
2019
Q2 | $121K | Sell |
2,715
-220
| -7% | -$9.81K | 0.2% | 48 |
|
|
2019
Q1 | $130K | Buy |
2,935
+168
| +6% | +$7.44K | 0.2% | 48 |
|
|
2018
Q4 | $107K | Buy |
2,767
+365
| +15% | +$14.1K | 0.17% | 44 |
|
|
2018
Q3 | $100K | Sell |
2,402
-572
| -19% | -$23.8K | 0.14% | 51 |
|
|
2018
Q2 | $114K | Hold |
2,974
| – | – | 0.07% | 41 |
|
|
2018
Q1 | $114K | Sell |
2,974
-53
| -2% | -$2.03K | 0.07% | 41 |
|
|
2017
Q4 | $126K | Hold |
3,027
| – | – | 0.08% | 41 |
|
|
2017
Q3 | $125K | Buy |
3,027
+106
| +4% | +$4.38K | 0.08% | 39 |
|
|
2017
Q2 | $120K | Buy |
+2,921
| New | +$120K | 0.09% | 38 |
|