CVA Family Office’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 | $41.2K | Buy |
1,946
+3
| +0.2% | +$63 | 0.01% | 573 |
|
|
2025
Q1 | $41.8K | Buy |
1,943
+1
| +0.1% | +$22 | 0.01% | 551 |
|
|
2024
Q4 | $40.9K | Buy |
1,942
+1,055
| +119% | +$22.2K | 0.01% | 559 |
|
|
2024
Q3 | $20.5K | Buy |
887
+5
| +0.6% | +$116 | ﹤0.01% | 653 |
|
|
2024
Q2 | $17.6K | Sell |
882
-1,411
| -62% | -$28.2K | ﹤0.01% | 664 |
|
|
2024
Q1 | $46.5K | Buy |
2,293
+6
| +0.3% | +$122 | 0.01% | 504 |
|
|
2023
Q4 | $47.4K | Buy |
+2,287
| New | +$47.4K | 0.01% | 491 |
|
|
2023
Q3 | – | Sell |
-2,801
| Closed | -$54.7K | – | 806 |
|
|
2023
Q2 | $54.7K | Buy |
2,801
+4
| +0.1% | +$78 | 0.01% | 432 |
|
|
2023
Q1 | $54.5K | Buy |
2,797
+3
| +0.1% | +$59 | 0.01% | 424 |
|
|
2022
Q4 | $53.9K | Buy |
2,794
+3
| +0.1% | +$58 | 0.01% | 400 |
|
|
2022
Q3 | $52K | Buy |
2,791
+3
| +0.1% | +$56 | 0.01% | 356 |
|
|
2022
Q2 | $59K | Buy |
2,788
+5
| +0.2% | +$106 | 0.02% | 331 |
|
|
2022
Q1 | $69K | Sell |
2,783
-1
| -0% | -$25 | 0.02% | 328 |
|
|
2021
Q4 | $73K | Buy |
2,784
+22
| +0.8% | +$577 | 0.02% | 295 |
|
|
2021
Q3 | $49K | Sell |
2,762
-12
| -0.4% | -$213 | 0.04% | 183 |
|
|
2021
Q2 | $64K | Buy |
2,774
+2
| +0.1% | +$46 | 0.02% | 323 |
|
|
2021
Q1 | $57K | Buy |
2,772
+4
| +0.1% | +$82 | 0.02% | 265 |
|
|
2020
Q4 | $53K | Buy |
2,768
+6
| +0.2% | +$115 | 0.03% | 192 |
|
|
2020
Q3 | $49K | Buy |
2,762
+6
| +0.2% | +$106 | 0.04% | 183 |
|
|
2020
Q2 | $49K | Sell |
2,756
-106
| -4% | -$1.89K | 0.04% | 165 |
|
|
2020
Q1 | $47K | Buy |
+2,862
| New | +$47K | 0.05% | 147 |
|