Crewe Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.7K | Buy |
1,402
+122
| +10% | +$2.58K | ﹤0.01% | 326 |
|
|
2025
Q1 | $27.5K | Hold |
1,280
| – | – | ﹤0.01% | 315 |
|
|
2024
Q4 | $27K | Hold |
1,280
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $29.7K | Hold |
1,280
| – | – | ﹤0.01% | 356 |
|
|
2024
Q2 | $25.6K | Sell |
1,280
-60
| -4% | -$1.2K | ﹤0.01% | 508 |
|
|
2024
Q1 | $27.2K | Hold |
1,340
| – | – | ﹤0.01% | 450 |
|
|
2023
Q4 | $27.8K | Hold |
1,340
| – | – | ﹤0.01% | 148 |
|
|
2023
Q3 | $23.8K | Hold |
1,340
| – | – | ﹤0.01% | 186 |
|
|
2023
Q2 | $26.2K | Hold |
1,340
| – | – | ﹤0.01% | 328 |
|
|
2023
Q1 | $26.1K | Buy |
1,340
+3
| +0.2% | +$59 | ﹤0.01% | 382 |
|
|
2022
Q4 | $25.8K | Hold |
1,337
| – | – | ﹤0.01% | 380 |
|
|
2022
Q3 | $25K | Buy |
+1,337
| New | +$25K | ﹤0.01% | 426 |
|