Creative Planning’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479M | Sell |
22,634,627
-765,205
| -3% | -$16.2M | 0.41% | 39 |
|
|
2025
Q1 | $503M | Sell |
23,399,832
-894,917
| -4% | -$19.2M | 0.47% | 37 |
|
|
2024
Q4 | $512M | Sell |
24,294,749
-1,404,814
| -5% | -$29.6M | 0.5% | 37 |
|
|
2024
Q3 | $595M | Sell |
25,699,563
-1,554,970
| -6% | -$36M | 0.59% | 35 |
|
|
2024
Q2 | $544M | Sell |
27,254,533
-1,221,546
| -4% | -$24.4M | 0.58% | 36 |
|
|
2024
Q1 | $578M | Sell |
28,476,079
-875,292
| -3% | -$17.8M | 0.64% | 33 |
|
|
2023
Q4 | $608M | Sell |
29,351,371
-558,689
| -2% | -$11.6M | 1.13% | 26 |
|
|
2023
Q3 | $531M | Sell |
29,910,060
-1,149,350
| -4% | -$20.4M | 0.71% | 30 |
|
|
2023
Q2 | $607M | Buy |
31,059,410
+252,615
| +0.8% | +$4.93M | 0.81% | 29 |
|
|
2023
Q1 | $601M | Sell |
30,806,795
-1,884,174
| -6% | -$36.7M | 0.87% | 27 |
|
|
2022
Q4 | $631M | Buy |
32,690,969
+598,300
| +2% | +$11.5M | 0.95% | 26 |
|
|
2022
Q3 | $600M | Buy |
32,092,669
+1,851,064
| +6% | +$34.6M | 1.04% | 25 |
|
|
2022
Q2 | $638M | Buy |
30,241,605
+1,605,021
| +6% | +$33.8M | 1.05% | 24 |
|
|
2022
Q1 | $713M | Buy |
28,636,584
+15,297,889
| +115% | +$381M | 1.1% | 20 |
|
|
2021
Q4 | $703M | Sell |
13,338,695
-416,641
| -3% | -$22M | 1.13% | 20 |
|
|
2021
Q3 | $628M | Buy |
13,755,336
+152,174
| +1% | +$6.95M | 1.11% | 20 |
|
|
2021
Q2 | $623M | Sell |
13,603,162
-921,658
| -6% | -$42.2M | 1.11% | 21 |
|
|
2021
Q1 | $597M | Sell |
14,524,820
-94,883
| -0.6% | -$3.9M | 1.2% | 18 |
|
|
2020
Q4 | $555M | Sell |
14,619,703
-11,326
| -0.1% | -$430K | 1.22% | 19 |
|
|
2020
Q3 | $517M | Sell |
14,631,029
-181,967
| -1% | -$6.44M | 1.35% | 17 |
|
|
2020
Q2 | $522M | Sell |
14,812,996
-183,633
| -1% | -$6.47M | 1.51% | 17 |
|
|
2020
Q1 | $491M | Buy |
14,996,629
+1,284,904
| +9% | +$42.1M | 1.74% | 14 |
|
|
2019
Q4 | $630M | Sell |
13,711,725
-431,130
| -3% | -$19.8M | 1.89% | 13 |
|
|
2019
Q3 | $667M | Sell |
14,142,855
-510,680
| -3% | -$24.1M | 2.17% | 11 |
|
|
2019
Q2 | $651M | Sell |
14,653,535
-731,803
| -5% | -$32.5M | 2.19% | 10 |
|
|
2019
Q1 | $684M | Sell |
15,385,338
-502,054
| -3% | -$22.3M | 2.46% | 9 |
|
|
2018
Q4 | $612M | Sell |
15,887,392
-58,713
| -0.4% | -$2.26M | 2.51% | 9 |
|
|
2018
Q3 | $665M | Sell |
15,946,105
-502,414
| -3% | -$21M | 2.47% | 8 |
|
|
2018
Q2 | $687M | Sell |
16,448,519
-243,726
| -1% | -$10.2M | 2.7% | 7 |
|
|
2018
Q1 | $638M | Sell |
16,692,245
-784,595
| -4% | -$30M | 2.6% | 8 |
|
|
2017
Q4 | $727M | Buy |
17,476,840
+616,903
| +4% | +$25.7M | 3.13% | 7 |
|
|
2017
Q3 | $693M | Buy |
16,859,937
+1,522,999
| +10% | +$62.6M | 3.22% | 8 |
|
|
2017
Q2 | $632M | Buy |
15,336,938
+1,630,339
| +12% | +$67.2M | 3.2% | 8 |
|
|
2017
Q1 | $559M | Buy |
13,706,599
+1,382,280
| +11% | +$56.4M | 3.05% | 8 |
|
|
2016
Q4 | $506M | Buy |
12,324,319
+1,232,177
| +11% | +$50.6M | 3.08% | 8 |
|
|
2016
Q3 | $473M | Buy |
11,092,142
+357,589
| +3% | +$15.3M | 3.01% | 8 |
|
|
2016
Q2 | $466M | Buy |
10,734,553
+781,126
| +8% | +$33.9M | 3.38% | 8 |
|
|
2016
Q1 | $412M | Buy |
9,953,427
+783,097
| +9% | +$32.4M | 3.21% | 9 |
|
|
2015
Q4 | $364M | Buy |
9,170,330
+792,394
| +9% | +$31.4M | 2.99% | 9 |
|
|
2015
Q3 | $312M | Buy |
8,377,936
+565,746
| +7% | +$21M | 2.75% | 9 |
|
|
2015
Q2 | $284M | Buy |
7,812,190
+6,515,784
| +503% | +$237M | 2.57% | 9 |
|
|
2015
Q1 | $52.6M | Buy |
1,296,406
+1,209,548
| +1,393% | +$49M | 0.49% | 33 |
|
|
2014
Q4 | $3.38M | Buy |
86,858
+84,891
| +4,316% | +$3.31M | 0.04% | 183 |
|
|
2014
Q3 | $67K | Buy |
1,967
+1,580
| +408% | +$53.8K | ﹤0.01% | 1717 |
|
|
2014
Q2 | $14K | Buy |
387
+283
| +272% | +$10.2K | ﹤0.01% | 2662 |
|
|
2014
Q1 | $3K | Sell |
104
-699
| -87% | -$20.2K | ﹤0.01% | 3190 |
|
|
2013
Q4 | $24K | Buy |
803
+701
| +687% | +$21K | ﹤0.01% | 2077 |
|
|
2013
Q3 | $3K | Hold |
102
| – | – | ﹤0.01% | 2907 |
|
|
2013
Q2 | $3K | Buy |
+102
| New | +$3K | ﹤0.01% | 2731 |
|