CWA Asset Management Group’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
Q2 | $415K | Buy |
17,543
+283
| +2% | +$6.6K | 0.01% | 530 |
|
|
2026
Q1 | $371K | Buy |
17,260
+311
| +2% | +$6.82K | 0.01% | 532 |
|
|
2025
Q4 | $354K | Buy |
16,949
+75
| +0.4% | +$1.59K | 0.01% | 518 |
|
|
2025
Q3 | $364K | Sell |
16,874
-58
| -0.3% | -$1.24K | 0.01% | 528 |
|
|
2025
Q2 | $358K | Sell |
16,932
-278
| -2% | -$5.82K | 0.02% | 503 |
|
|
2025
Q1 | $370K | Sell |
17,210
-1,853
| -10% | -$39.6K | 0.02% | 469 |
|
|
2024
Q4 | $401K | Buy |
19,063
+2,567
| +16% | +$57.4K | 0.02% | 426 |
|
|
2024
Q3 | $382K | Buy |
+16,496
| New | +$361K | 0.02% | 417 |
|
|
2024
Q1 | $325K | Sell |
16,032
-2,335
| -13% | -$46.8K | 0.02% | 401 |
|
|
2023
Q4 | $380K | Buy |
18,367
+2,596
| +16% | +$48.2K | 0.03% | 288 |
|
|
2023
Q3 | $280K | Buy |
15,771
+113
| +0.7% | +$2.17K | 0.02% | 296 |
|
|
2023
Q2 | $306K | Buy |
15,658
+118
| +0.8% | +$2.26K | 0.02% | 280 |
|
|
2023
Q1 | $303K | Sell |
15,540
-1,246
| -7% | -$25K | 0.02% | 261 |
|
|
2022
Q4 | $324K | Buy |
16,786
+178
| +1% | +$3.43K | 0.03% | 256 |
|
|
2022
Q3 | $310K | Buy |
16,608
+118
| +0.7% | +$2.55K | 0.03% | 227 |
|
|
2022
Q2 | $348K | Buy |
16,490
+1,444
| +10% | +$33.2K | 0.03% | 215 |
|
|
2022
Q1 | $374K | Buy |
15,046
+20
| +0.1% | +$483 | 0.03% | 215 |
|
|
2021
Q4 | $396K | Buy |
15,026
+100
| +0.7% | +$2.46K | 0.03% | 209 |
|
|
2021
Q3 | $341K | Buy |
14,926
+74
| +0.5% | +$1.76K | 0.03% | 215 |
|
|
2021
Q2 | $341K | Buy |
14,852
+64
| +0.4% | +$1.42K | 0.03% | 207 |
|
|
2021
Q1 | $304K | Buy |
14,788
+58
| +0.4% | +$1.13K | 0.03% | 212 |
|
|
2020
Q4 | $280K | Buy |
14,730
+144
| +1% | +$2.66K | 0.03% | 211 |
|
|
2020
Q3 | $258K | Buy |
14,586
+100
| +0.7% | +$1.8K | 0.03% | 188 |
|
|
2020
Q2 | $255K | Buy |
14,486
+94
| +0.7% | +$1.63K | 0.04% | 177 |
|
|
2020
Q1 | $236K | Sell |
14,392
-748
| -5% | -$16K | 0.05% | 187 |
|
|
2019
Q4 | $348K | Buy |
15,140
+270
| +2% | +$6.29K | 0.06% | 166 |
|
|
2019
Q3 | $351K | Buy |
14,870
+302
| +2% | +$6.93K | 0.06% | 152 |
|
|
2019
Q2 | $324K | Hold |
14,568
| – | – | 0.06% | 164 |
|
|
2019
Q1 | $324K | Buy |
14,568
+642
| +5% | +$13.6K | 0.06% | 151 |
|
|
2018
Q4 | $268K | Buy |
13,926
+88
| +0.6% | +$1.8K | 0.06% | 163 |
|
|
2018
Q3 | $289K | Buy |
13,838
+100
| +0.7% | +$2.11K | 0.06% | 156 |
|
|
2018
Q2 | $287K | Hold |
13,738
| – | – | 0.07% | 154 |
|
|
2018
Q1 | $263K | Buy |
13,738
+98
| +0.7% | +$1.89K | 0.06% | 151 |
|
|
2017
Q4 | $284K | Buy |
13,640
+106
| +0.8% | +$2.2K | 0.08% | 139 |
|
|
2017
Q3 | $278K | Buy |
13,534
+76
| +0.6% | +$1.57K | 0.08% | 131 |
|
|
2017
Q2 | $277K | Buy |
13,458
+2,048
| +18% | +$42.1K | 0.09% | 130 |
|
|
2017
Q1 | $233K | Buy |
11,410
+30
| +0.3% | +$614 | 0.08% | 135 |
|
|
2016
Q4 | $234K | Buy |
11,380
+136
| +1% | +$2.73K | 0.1% | 137 |
|
|
2016
Q3 | $240K | Buy |
11,244
+60
| +0.5% | +$1.31K | 0.13% | 120 |
|
|
2016
Q2 | $243K | Buy |
+11,184
| New | +$231K | 0.15% | 118 |
|
|
2016
Q1 | – | Sell |
-11,638
| Closed | -$231K | – | 123 |
|
|
2015
Q4 | $231K | Buy |
+11,638
| New | +$227K | 0.26% | 118 |
|
Other funds holding SCHH
CST
PWMG
AWM
ULWM
CA
EWP
FFP
MFT
EWM
WAP