CX Institutional’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 | $12K | Sell |
578
-3
| -0.5% | -$62 | ﹤0.01% | 1023 |
|
|
2025
Q1 | $12K | Buy |
+581
| New | +$12K | ﹤0.01% | 1000 |
|
|
2023
Q1 | – | Sell |
-183,951
| Closed | -$3.55M | – | 572 |
|
|
2022
Q4 | $3.55M | Buy |
183,951
+56,717
| +45% | +$1.09M | 0.22% | 135 |
|
|
2022
Q3 | $2.38M | Buy |
127,234
+17,375
| +16% | +$325K | 0.17% | 153 |
|
|
2022
Q2 | $2.32M | Sell |
109,859
-21,385
| -16% | -$451K | 0.17% | 147 |
|
|
2022
Q1 | $3.27M | Buy |
131,244
+18,690
| +17% | +$465K | 0.26% | 105 |
|
|
2021
Q4 | $2.97M | Buy |
112,554
+67,400
| +149% | +$1.78M | 0.24% | 130 |
|
|
2021
Q3 | $1.03M | Buy |
45,154
+37,672
| +504% | +$860K | 0.08% | 209 |
|
|
2021
Q2 | $171K | Buy |
7,482
+138
| +2% | +$3.15K | 0.01% | 359 |
|
|
2021
Q1 | $151K | Sell |
7,344
-10,360
| -59% | -$213K | 0.01% | 334 |
|
|
2020
Q4 | $336K | Sell |
17,704
-1,640
| -8% | -$31.1K | 0.03% | 260 |
|
|
2020
Q3 | $342K | Buy |
19,344
+2,358
| +14% | +$41.7K | 0.04% | 227 |
|
|
2020
Q2 | $299K | Buy |
16,986
+1,884
| +12% | +$33.2K | 0.04% | 223 |
|
|
2020
Q1 | $247K | Buy |
15,102
+1,486
| +11% | +$24.3K | 0.04% | 216 |
|
|
2019
Q4 | $313K | Sell |
13,616
-80
| -0.6% | -$1.84K | 0.05% | 174 |
|
|
2019
Q3 | $323K | Buy |
13,696
+448
| +3% | +$10.6K | 0.05% | 191 |
|
|
2019
Q2 | $294K | Buy |
13,248
+6,226
| +89% | +$138K | 0.05% | 194 |
|
|
2019
Q1 | $156K | Buy |
7,022
+5,076
| +261% | +$113K | 0.03% | 231 |
|
|
2018
Q4 | $37K | Sell |
1,946
-2,118
| -52% | -$40.3K | 0.01% | 283 |
|
|
2018
Q3 | $85K | Buy |
4,064
+2,662
| +190% | +$55.7K | 0.03% | 156 |
|
|
2018
Q2 | $29K | Buy |
+1,402
| New | +$29K | 0.01% | 185 |
|