Covestor’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 | $50K | Buy |
2,343
+910
| +64% | +$19.4K | 0.03% | 891 |
|
|
2025
Q1 | $31K | Buy |
1,433
+381
| +36% | +$8.24K | 0.02% | 1028 |
|
|
2024
Q4 | $22K | Buy |
1,052
+48
| +5% | +$1K | 0.01% | 1158 |
|
|
2024
Q3 | $23K | Sell |
1,004
-1,048
| -51% | -$24K | 0.01% | 1164 |
|
|
2024
Q2 | $41K | Buy |
2,052
+247
| +14% | +$4.94K | 0.03% | 942 |
|
|
2024
Q1 | $36K | Buy |
1,805
+26
| +1% | +$519 | 0.02% | 1005 |
|
|
2023
Q4 | $37K | Buy |
1,779
+172
| +11% | +$3.58K | 0.03% | 973 |
|
|
2023
Q3 | $28K | Buy |
1,607
+221
| +16% | +$3.85K | 0.02% | 1003 |
|
|
2023
Q2 | $27K | Sell |
1,386
-193
| -12% | -$3.76K | 0.02% | 1014 |
|
|
2023
Q1 | $30K | Sell |
1,579
-548
| -26% | -$10.4K | 0.03% | 885 |
|
|
2022
Q4 | $41K | Buy |
+2,127
| New | +$41K | 0.03% | 802 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 2520 |
|