Cresset Asset Management’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 | $1.88M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.79M | Sell |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.77M | Buy |
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|
2023
Q4 | $1.8M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $251K | Buy |
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|
2023
Q1 | $217K | Sell |
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|
2022
Q4 | $282K | Sell |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $344K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $334K | Sell |
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|
2021
Q3 | $311K | Buy |
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