CreativeOne Wealth’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 | $1.13M | Sell |
52,805
-2,422
| -4% | -$53.1K | 0.03% | 527 |
|
|
2025
Q4 | $1.15M | Buy |
55,227
+4,824
| +10% | +$102K | 0.03% | 497 |
|
|
2025
Q3 | $1.09M | Buy |
50,403
+5,491
| +12% | +$117K | 0.03% | 516 |
|
|
2025
Q2 | $950K | Buy |
44,912
+9,651
| +27% | +$202K | 0.02% | 548 |
|
|
2025
Q1 | $758K | Buy |
35,261
+16,576
| +89% | +$354K | 0.02% | 567 |
|
|
2024
Q4 | $394K | Buy |
18,685
+6,084
| +48% | +$136K | 0.01% | 782 |
|
|
2024
Q3 | $292K | Buy |
12,601
+287
| +2% | +$6.28K | 0.01% | 782 |
|
|
2024
Q2 | $246K | Sell |
12,314
-64
| -0.5% | -$1.25K | 0.01% | 667 |
|
|
2024
Q1 | $251K | Buy |
12,378
+62
| +0.5% | +$1.24K | 0.01% | 772 |
|
|
2023
Q4 | $255K | Sell |
12,316
-949
| -7% | -$17.6K | 0.02% | 553 |
|
|
2023
Q3 | $235K | Sell |
13,265
-732
| -5% | -$14.1K | 0.02% | 496 |
|
|
2023
Q2 | $274K | Sell |
13,997
-399
| -3% | -$7.65K | 0.01% | 670 |
|
|
2023
Q1 | $281K | Buy |
14,396
+881
| +7% | +$17.6K | 0.01% | 656 |
|
|
2022
Q4 | $261K | Sell |
13,515
-298
| -2% | -$5.74K | 0.01% | 620 |
|
|
2022
Q3 | $258K | Sell |
13,813
-32
| -0.2% | -$692 | 0.02% | 592 |
|
|
2022
Q2 | $292K | Sell |
13,845
-1,978
| -13% | -$45.5K | 0.02% | 566 |
|
|
2022
Q1 | $394K | Sell |
15,823
-4,207
| -21% | -$102K | 0.02% | 500 |
|
|
2021
Q4 | $528K | Sell |
20,030
-11,780
| -37% | -$290K | 0.03% | 440 |
|
|
2021
Q3 | $725K | Buy |
31,810
+2,994
| +10% | +$71.4K | 0.04% | 310 |
|
|
2021
Q2 | $660K | Sell |
28,816
-105,650
| -79% | -$2.35M | 0.04% | 324 |
|
|
2021
Q1 | $2.76M | Sell |
134,466
-61,050
| -31% | -$1.19M | 0.21% | 87 |
|
|
2020
Q4 | $3.71M | Sell |
195,516
-80,378
| -29% | -$1.49M | 0.31% | 61 |
|
|
2020
Q3 | $4.88M | Sell |
275,894
-82,220
| -23% | -$1.48M | 0.68% | 34 |
|
|
2020
Q2 | $6.31M | Sell |
358,114
-49,646
| -12% | -$862K | 0.98% | 23 |
|
|
2020
Q1 | $6.67M | Buy |
407,760
+6,692
| +2% | +$143K | 1.28% | 18 |
|
|
2019
Q4 | $9.22M | Buy |
401,068
+15,326
| +4% | +$357K | 1.56% | 13 |
|
|
2019
Q3 | $9.1M | Buy |
385,742
+4,948
| +1% | +$113K | 1.76% | 13 |
|
|
2019
Q2 | $8.46M | Buy |
380,794
+17,398
| +5% | +$388K | 1.78% | 12 |
|
|
2019
Q1 | $8.07M | Sell |
363,396
-15,424
| -4% | -$327K | 2.11% | 11 |
|
|
2018
Q4 | $7.29M | Buy |
378,820
+24,864
| +7% | +$508K | 2.45% | 11 |
|
|
2018
Q3 | $7.38M | Buy |
353,956
+25,064
| +8% | +$530K | 2.73% | 12 |
|
|
2018
Q2 | $6.87M | Buy |
328,892
+64,038
| +24% | +$1.27M | 2.96% | 11 |
|
|
2018
Q1 | $5.07M | Buy |
+264,854
| New | +$5.11M | 2.52% | 13 |
|
Other funds holding SCHH
DI
BEI