Cypress Point Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.98M | Buy |
231,864
+20,101
| +9% | +$441K | 1.07% | 17 |
|
|
2025
Q4 | $4.42M | Buy |
211,763
+16,402
| +8% | +$348K | 0.97% | 16 |
|
|
2025
Q3 | $4.21M | Buy |
195,361
+19,151
| +11% | +$408K | 0.85% | 15 |
|
|
2025
Q2 | $3.73M | Buy |
176,210
+9,476
| +6% | +$199K | 0.91% | 16 |
|
|
2025
Q1 | $3.59M | Buy |
166,734
+9,458
| +6% | +$202K | 1.14% | 14 |
|
|
2024
Q4 | $3.31M | Buy |
157,276
+21,721
| +16% | +$485K | 1.03% | 17 |
|
|
2024
Q3 | $3.14M | Buy |
135,555
+4,927
| +4% | +$108K | 1.23% | 19 |
|
|
2024
Q2 | $2.61M | Buy |
130,628
+2,192
| +2% | +$42.7K | 1.24% | 21 |
|
|
2024
Q1 | $2.61M | Buy |
128,436
+3,343
| +3% | +$67K | 1.34% | 20 |
|
|
2023
Q4 | $2.59M | Sell |
125,093
-22,580
| -15% | -$420K | 1.92% | 16 |
|
|
2023
Q3 | $2.62M | Sell |
147,673
-25,199
| -15% | -$485K | 2.3% | 10 |
|
|
2023
Q2 | $3.38M | Sell |
172,872
-3,549
| -2% | -$68.1K | 3.6% | 5 |
|
|
2023
Q1 | $3.44M | Buy |
176,421
+12,107
| +7% | +$242K | 4.85% | 4 |
|
|
2022
Q4 | $3.17M | Sell |
164,314
-11,033
| -6% | -$212K | 4.97% | 5 |
|
|
2022
Q3 | $3.28M | Sell |
175,347
-2,503
| -1% | -$54.2K | 6.09% | 5 |
|
|
2022
Q2 | $3.75M | Buy |
177,850
+9,092
| +5% | +$209K | 6.58% | 4 |
|
|
2022
Q1 | $4.2M | Buy |
168,758
+11,046
| +7% | +$267K | 4.27% | 6 |
|
|
2021
Q4 | $4.16M | Buy |
157,712
+4,652
| +3% | +$115K | 3.85% | 6 |
|
|
2021
Q3 | $3.5M | Buy |
153,060
+9,444
| +7% | +$225K | 2.49% | 8 |
|
|
2021
Q2 | $3.29M | Buy |
143,616
+3,612
| +3% | +$80.3K | 2.34% | 8 |
|
|
2021
Q1 | $2.88M | Buy |
140,004
+14,876
| +12% | +$291K | 2.99% | 6 |
|
|
2020
Q4 | $2.38M | Buy |
+125,128
| New | +$2.31M | 3.61% | 5 |
|
Other funds holding SCHH
DI
BEI