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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $437M | Sell |
20,357,903
-747,217
| -4% | -$16.4M | 0.3% | 45 |
|
|
2025
Q4 | $441M | Sell |
21,105,120
-604,084
| -3% | -$12.8M | 0.32% | 46 |
|
|
2025
Q3 | $468M | Sell |
21,709,204
-925,423
| -4% | -$19.7M | 0.36% | 42 |
|
|
2025
Q2 | $479M | Sell |
22,634,627
-765,205
| -3% | -$16M | 0.41% | 39 |
|
|
2025
Q1 | $503M | Sell |
23,399,832
-894,917
| -4% | -$19.1M | 0.47% | 37 |
|
|
2024
Q4 | $512M | Sell |
24,294,749
-1,404,814
| -5% | -$31.4M | 0.5% | 37 |
|
|
2024
Q3 | $595M | Sell |
25,699,563
-1,554,970
| -6% | -$34M | 0.59% | 35 |
|
|
2024
Q2 | $544M | Sell |
27,254,533
-1,221,546
| -4% | -$23.8M | 0.58% | 36 |
|
|
2024
Q1 | $578M | Sell |
28,476,079
-875,292
| -3% | -$17.5M | 0.64% | 33 |
|
|
2023
Q4 | $608M | Sell |
29,351,371
-558,689
| -2% | -$10.4M | 1.13% | 26 |
|
|
2023
Q3 | $531M | Sell |
29,910,060
-1,149,350
| -4% | -$22.1M | 0.71% | 30 |
|
|
2023
Q2 | $607M | Buy |
31,059,410
+252,615
| +0.8% | +$4.84M | 0.81% | 29 |
|
|
2023
Q1 | $601M | Sell |
30,806,795
-1,884,174
| -6% | -$37.7M | 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% | +$40M | 1.04% | 25 |
|
|
2022
Q2 | $638M | Buy |
30,241,605
+1,605,021
| +6% | +$36.9M | 1.05% | 24 |
|
|
2022
Q1 | $713M | Buy |
28,636,584
+1,959,194
| +7% | +$47.3M | 1.1% | 20 |
|
|
2021
Q4 | $703M | Sell |
26,677,390
-833,282
| -3% | -$20.5M | 1.13% | 20 |
|
|
2021
Q3 | $628M | Buy |
27,510,672
+304,348
| +1% | +$7.26M | 1.11% | 20 |
|
|
2021
Q2 | $623M | Sell |
27,206,324
-1,843,316
| -6% | -$41M | 1.11% | 21 |
|
|
2021
Q1 | $597M | Sell |
29,049,640
-189,766
| -0.6% | -$3.71M | 1.2% | 18 |
|
|
2020
Q4 | $555M | Sell |
29,239,406
-22,652
| -0.1% | -$419K | 1.23% | 19 |
|
|
2020
Q3 | $517M | Sell |
29,262,058
-363,934
| -1% | -$6.55M | 1.35% | 17 |
|
|
2020
Q2 | $522M | Sell |
29,625,992
-367,266
| -1% | -$6.38M | 1.51% | 17 |
|
|
2020
Q1 | $491M | Buy |
29,993,258
+2,569,808
| +9% | +$54.8M | 1.74% | 14 |
|
|
2019
Q4 | $630M | Sell |
27,423,450
-862,260
| -3% | -$20.1M | 1.89% | 13 |
|
|
2019
Q3 | $667M | Sell |
28,285,710
-1,021,360
| -3% | -$23.4M | 2.17% | 11 |
|
|
2019
Q2 | $651M | Sell |
29,307,070
-1,463,606
| -5% | -$32.7M | 2.19% | 10 |
|
|
2019
Q1 | $684M | Sell |
30,770,676
-1,004,108
| -3% | -$21.3M | 2.46% | 9 |
|
|
2018
Q4 | $612M | Sell |
31,774,784
-117,426
| -0.4% | -$2.4M | 2.51% | 9 |
|
|
2018
Q3 | $665M | Sell |
31,892,210
-1,004,828
| -3% | -$21.2M | 2.47% | 8 |
|
|
2018
Q2 | $687M | Sell |
32,897,038
-487,452
| -1% | -$9.64M | 2.7% | 7 |
|
|
2018
Q1 | $638M | Sell |
33,384,490
-1,569,190
| -4% | -$30.2M | 2.6% | 8 |
|
|
2017
Q4 | $727M | Buy |
34,953,680
+1,233,806
| +4% | +$25.7M | 3.14% | 7 |
|
|
2017
Q3 | $693M | Buy |
33,719,874
+3,045,998
| +10% | +$62.8M | 3.22% | 8 |
|
|
2017
Q2 | $632M | Buy |
30,673,876
+3,260,678
| +12% | +$67M | 3.2% | 8 |
|
|
2017
Q1 | $559M | Buy |
27,413,198
+2,764,560
| +11% | +$56.6M | 3.06% | 8 |
|
|
2016
Q4 | $506M | Buy |
24,648,638
+2,464,354
| +11% | +$49.5M | 3.08% | 8 |
|
|
2016
Q3 | $473M | Buy |
22,184,284
+715,178
| +3% | +$15.7M | 3.01% | 8 |
|
|
2016
Q2 | $466M | Buy |
21,469,106
+1,562,252
| +8% | +$32.2M | 3.38% | 8 |
|
|
2016
Q1 | $412M | Buy |
19,906,854
+1,566,194
| +9% | +$30.1M | 3.21% | 9 |
|
|
2015
Q4 | $364M | Buy |
18,340,660
+1,584,788
| +9% | +$31M | 2.99% | 9 |
|
|
2015
Q3 | $312M | Buy |
16,755,872
+1,131,492
| +7% | +$21.2M | 2.75% | 9 |
|
|
2015
Q2 | $284M | Buy |
15,624,380
+13,031,568
| +503% | +$251M | 2.58% | 9 |
|
|
2015
Q1 | $52.6M | Buy |
2,592,812
+2,419,096
| +1,393% | +$49.4M | 0.49% | 33 |
|
|
2014
Q4 | $3.38M | Buy |
173,716
+169,782
| +4,316% | +$3.18M | 0.04% | 183 |
|
|
2014
Q3 | $67K | Buy |
3,934
+3,160
| +408% | +$56.3K | ﹤0.01% | 1729 |
|
|
2014
Q2 | $14K | Buy |
774
+566
| +272% | +$9.8K | ﹤0.01% | 2708 |
|
|
2014
Q1 | $3K | Sell |
208
-1,398
| -87% | -$22.4K | ﹤0.01% | 3271 |
|
|
2013
Q4 | $24K | Buy |
1,606
+1,402
| +687% | +$21.8K | ﹤0.01% | 2077 |
|
|
2013
Q3 | $3K | Hold |
204
| – | – | ﹤0.01% | 2907 |
|
|
2013
Q2 | $3K | Buy |
+204
| New | +$3.43K | ﹤0.01% | 2731 |
|
Other funds holding SCHH
DI
BEI
