Clearstead Advisors’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 | $204K | Sell |
9,649
-3,412
| -26% | -$72.2K | ﹤0.01% | 886 |
|
|
2025
Q1 | $281K | Buy |
13,061
+22
| +0.2% | +$473 | ﹤0.01% | 728 |
|
|
2024
Q4 | $275K | Buy |
13,039
+749
| +6% | +$15.8K | ﹤0.01% | 756 |
|
|
2024
Q3 | $285K | Sell |
12,290
-402
| -3% | -$9.31K | ﹤0.01% | 737 |
|
|
2024
Q2 | $253K | Hold |
12,692
| – | – | ﹤0.01% | 738 |
|
|
2024
Q1 | $249K | Sell |
12,692
-1,037
| -8% | -$20.3K | 0.01% | 436 |
|
|
2023
Q4 | $284K | Sell |
13,729
-10,807
| -44% | -$224K | 0.02% | 407 |
|
|
2023
Q3 | $436K | Buy |
24,536
+12,301
| +101% | +$218K | 0.01% | 429 |
|
|
2023
Q2 | $239K | Buy |
12,235
+7,585
| +163% | +$148K | 0.01% | 408 |
|
|
2023
Q1 | $90.7K | Buy |
4,650
+4
| +0.1% | +$78 | 0.01% | 527 |
|
|
2022
Q4 | $89.6K | Buy |
4,646
+1,819
| +64% | +$35.1K | 0.01% | 521 |
|
|
2022
Q3 | $53K | Buy |
2,827
+2,141
| +312% | +$40.1K | ﹤0.01% | 593 |
|
|
2022
Q2 | $14K | Buy |
686
+501
| +271% | +$10.2K | ﹤0.01% | 871 |
|
|
2022
Q1 | $5K | Buy |
185
+125
| +208% | +$3.38K | ﹤0.01% | 1081 |
|
|
2021
Q4 | $2K | Hold |
60
| – | – | ﹤0.01% | 1127 |
|
|
2021
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 1235 |
|
|
2021
Q2 | $1K | Hold |
60
| – | – | ﹤0.01% | 1191 |
|
|
2021
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q4 | $1K | Hold |
60
| – | – | ﹤0.01% | 948 |
|
|
2020
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 856 |
|
|
2020
Q2 | $1K | Sell |
60
-126
| -68% | -$2.1K | ﹤0.01% | 768 |
|
|
2020
Q1 | $3K | Buy |
+186
| New | +$3K | ﹤0.01% | 691 |
|