Congress Wealth Management’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 | $3.21M | Buy |
151,668
+1,728
| +1% | +$36.6K | 0.03% | 476 |
|
|
2025
Q1 | $3.23M | Sell |
149,940
-4,187
| -3% | -$90.1K | 0.04% | 397 |
|
|
2024
Q4 | $3.25M | Buy |
154,127
+144
| +0.1% | +$3.03K | 0.04% | 343 |
|
|
2024
Q3 | $3.57M | Sell |
153,983
-388
| -0.3% | -$8.99K | 0.05% | 339 |
|
|
2024
Q2 | $3.08M | Buy |
154,371
+4,561
| +3% | +$91.1K | 0.05% | 299 |
|
|
2024
Q1 | $3.04M | Buy |
149,810
+5,185
| +4% | +$105K | 0.05% | 275 |
|
|
2023
Q4 | $3M | Sell |
144,625
-26,901
| -16% | -$557K | 0.06% | 273 |
|
|
2023
Q3 | $3.04M | Buy |
171,526
+26,124
| +18% | +$464K | 0.06% | 264 |
|
|
2023
Q2 | $2.84M | Sell |
145,402
-878
| -0.6% | -$17.1K | 0.07% | 237 |
|
|
2023
Q1 | $2.85M | Buy |
146,280
+6,149
| +4% | +$120K | 0.07% | 239 |
|
|
2022
Q4 | $2.7M | Buy |
140,131
+2,116
| +2% | +$40.8K | 0.07% | 234 |
|
|
2022
Q3 | $2.58M | Sell |
138,015
-1,122
| -0.8% | -$21K | 0.07% | 249 |
|
|
2022
Q2 | $2.93M | Buy |
139,137
+3,824
| +3% | +$80.6K | 0.07% | 241 |
|
|
2022
Q1 | $3.37M | Sell |
135,313
-20,731
| -13% | -$516K | 0.07% | 253 |
|
|
2021
Q4 | $4.11M | Buy |
+156,044
| New | +$4.11M | 0.08% | 243 |
|