Corient Private Wealth’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 | $2.24M | Buy |
105,806
+54,038
| +104% | +$1.14M | ﹤0.01% | 1065 |
|
|
2025
Q1 | $1.11M | Sell |
51,768
-2,300
| -4% | -$49.5K | ﹤0.01% | 1225 |
|
|
2024
Q4 | $1.14M | Buy |
54,068
+4,271
| +9% | +$89.9K | ﹤0.01% | 1262 |
|
|
2024
Q3 | $1.15M | Buy |
49,797
+844
| +2% | +$19.6K | ﹤0.01% | 1315 |
|
|
2024
Q2 | $978K | Sell |
48,953
-3,659
| -7% | -$73.1K | ﹤0.01% | 1334 |
|
|
2024
Q1 | $1.07M | Buy |
52,612
+789
| +2% | +$16K | ﹤0.01% | 1293 |
|
|
2023
Q4 | $1.07M | Buy |
51,823
+26,087
| +101% | +$540K | ﹤0.01% | 1259 |
|
|
2023
Q3 | $457K | Buy |
25,736
+2,334
| +10% | +$41.4K | ﹤0.01% | 1540 |
|
|
2023
Q2 | $457K | Buy |
+23,402
| New | +$457K | ﹤0.01% | 1490 |
|