Creative Planning’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479M | Sell |
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|
2025
Q1 | $503M | Sell |
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|
2024
Q4 | $512M | Sell |
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|
2024
Q3 | $595M | Sell |
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|
2024
Q2 | $544M | Sell |
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|
2024
Q1 | $578M | Sell |
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|
2023
Q4 | $608M | Sell |
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|
2023
Q3 | $531M | Sell |
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|
2023
Q2 | $607M | Buy |
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|
2023
Q1 | $601M | Sell |
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|
2022
Q4 | $631M | Buy |
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|
2022
Q3 | $600M | Buy |
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|
2022
Q2 | $638M | Buy |
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|
2022
Q1 | $713M | Buy |
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|
2021
Q4 | $703M | Sell |
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|
2021
Q3 | $628M | Buy |
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|
2021
Q2 | $623M | Sell |
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|
2021
Q1 | $597M | Sell |
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|
2020
Q4 | $555M | Sell |
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|
2020
Q3 | $517M | Sell |
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|
2020
Q2 | $522M | Sell |
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|
2020
Q1 | $491M | Buy |
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|
2019
Q4 | $630M | Sell |
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|
2019
Q3 | $667M | Sell |
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|
2019
Q2 | $651M | Sell |
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|
2019
Q1 | $684M | Sell |
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|
2018
Q4 | $612M | Sell |
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|
2018
Q3 | $665M | Sell |
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|
2018
Q2 | $687M | Sell |
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|
2018
Q1 | $638M | Sell |
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|
2017
Q4 | $727M | Buy |
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|
2017
Q3 | $693M | Buy |
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|
2017
Q2 | $632M | Buy |
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|
2017
Q1 | $559M | Buy |
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|
2016
Q4 | $506M | Buy |
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|
2016
Q3 | $473M | Buy |
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|
2016
Q2 | $466M | Buy |
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|
2016
Q1 | $412M | Buy |
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|
2015
Q4 | $364M | Buy |
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|
2015
Q3 | $312M | Buy |
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|
2015
Q2 | $284M | Buy |
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|
2015
Q1 | $52.6M | Buy |
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|
2014
Q4 | $3.38M | Buy |
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|
2014
Q3 | $67K | Buy |
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|
2014
Q2 | $14K | Buy |
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|
2014
Q1 | $3K | Sell |
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|
2013
Q4 | $24K | Buy |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $3K | Buy |
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