Creative Financial Designs’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 | $319K | Buy |
15,071
+1,697
| +13% | +$35.9K | 0.02% | 392 |
|
|
2025
Q1 | $288K | Sell |
13,374
-394
| -3% | -$8.48K | 0.02% | 372 |
|
|
2024
Q4 | $290K | Sell |
13,768
-834
| -6% | -$17.6K | 0.02% | 371 |
|
|
2024
Q3 | $338K | Buy |
14,602
+602
| +4% | +$13.9K | 0.03% | 345 |
|
|
2024
Q2 | $280K | Buy |
14,000
+695
| +5% | +$13.9K | 0.02% | 368 |
|
|
2024
Q1 | $270K | Buy |
13,305
+805
| +6% | +$16.3K | 0.03% | 357 |
|
|
2023
Q4 | $259K | Buy |
12,500
+176
| +1% | +$3.65K | 0.03% | 338 |
|
|
2023
Q3 | $219K | Buy |
12,324
+2,561
| +26% | +$45.5K | 0.03% | 317 |
|
|
2023
Q2 | $191K | Buy |
9,763
+4,888
| +100% | +$95.5K | 0.02% | 347 |
|
|
2023
Q1 | $95.1K | Buy |
4,875
+930
| +24% | +$18.1K | 0.01% | 471 |
|
|
2022
Q4 | $76.1K | Buy |
3,945
+1,559
| +65% | +$30.1K | 0.01% | 500 |
|
|
2022
Q3 | $45K | Buy |
2,386
+44
| +2% | +$830 | 0.01% | 576 |
|
|
2022
Q2 | $49K | Buy |
2,342
+862
| +58% | +$18K | 0.01% | 553 |
|
|
2022
Q1 | $37K | Buy |
1,480
+406
| +38% | +$10.2K | 0.01% | 622 |
|
|
2021
Q4 | $28K | Buy |
+1,074
| New | +$28K | ﹤0.01% | 693 |
|
|
2019
Q1 | – | Sell |
-106
| Closed | -$2K | – | 643 |
|
|
2018
Q4 | $2K | Hold |
106
| – | – | ﹤0.01% | 526 |
|
|
2018
Q3 | $2K | Hold |
106
| – | – | ﹤0.01% | 655 |
|
|
2018
Q2 | $2K | Hold |
106
| – | – | ﹤0.01% | 665 |
|
|
2018
Q1 | $2K | Sell |
106
-400
| -79% | -$7.55K | ﹤0.01% | 619 |
|
|
2017
Q4 | $11K | Sell |
506
-762
| -60% | -$16.6K | 0.01% | 396 |
|
|
2017
Q3 | $26K | Sell |
1,268
-972
| -43% | -$19.9K | 0.01% | 300 |
|
|
2017
Q2 | $46K | Sell |
2,240
-1,330
| -37% | -$27.3K | 0.03% | 240 |
|
|
2017
Q1 | $73K | Sell |
3,570
-56,260
| -94% | -$1.15M | 0.05% | 197 |
|
|
2016
Q4 | $1.23M | Buy |
+59,830
| New | +$1.23M | 1% | 26 |
|