CoreCap 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 | $2.96M | Buy |
139,973
+9,894
| +8% | +$209K | 0.12% | 165 |
|
|
2025
Q1 | $2.8M | Buy |
130,079
+106,242
| +446% | +$2.29M | 0.12% | 161 |
|
|
2024
Q4 | $502K | Buy |
23,837
+15,630
| +190% | +$329K | 0.02% | 481 |
|
|
2024
Q3 | $190K | Buy |
+8,207
| New | +$190K | 0.01% | 708 |
|
|
2024
Q2 | – | Sell |
-2,392
| Closed | -$48.6K | – | 2417 |
|
|
2024
Q1 | $48.6K | Buy |
+2,392
| New | +$48.6K | ﹤0.01% | 1125 |
|
|
2022
Q4 | $7.76K | Buy |
+402
| New | +$7.76K | ﹤0.01% | 1625 |
|
|
2022
Q3 | – | Sell |
-442
| Closed | -$9K | – | 1790 |
|
|
2022
Q2 | $9K | Buy |
+442
| New | +$9K | ﹤0.01% | 1514 |
|
|
2022
Q1 | – | Sell |
-656
| Closed | -$17K | – | 1792 |
|
|
2021
Q4 | $17K | Buy |
+656
| New | +$17K | ﹤0.01% | 1383 |
|