CPWM
Cypress Point Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.73M | Buy |
176,210
+9,476
| +6% | +$201K | 0.91% | 16 |
|
|
2025
Q1 | $3.59M | Buy |
166,734
+9,458
| +6% | +$203K | 1.14% | 14 |
|
|
2024
Q4 | $3.31M | Buy |
157,276
+21,721
| +16% | +$457K | 1.03% | 17 |
|
|
2024
Q3 | $3.14M | Buy |
135,555
+4,927
| +4% | +$114K | 1.23% | 19 |
|
|
2024
Q2 | $2.61M | Buy |
130,628
+2,192
| +2% | +$43.8K | 1.24% | 21 |
|
|
2024
Q1 | $2.61M | Buy |
128,436
+3,343
| +3% | +$67.9K | 1.34% | 20 |
|
|
2023
Q4 | $2.59M | Sell |
125,093
-22,580
| -15% | -$468K | 1.92% | 16 |
|
|
2023
Q3 | $2.62M | Sell |
147,673
-25,199
| -15% | -$447K | 2.3% | 10 |
|
|
2023
Q2 | $3.38M | Sell |
172,872
-3,549
| -2% | -$69.3K | 3.6% | 5 |
|
|
2023
Q1 | $3.44M | Buy |
176,421
+12,107
| +7% | +$236K | 4.85% | 4 |
|
|
2022
Q4 | $3.17M | Sell |
164,314
-11,033
| -6% | -$213K | 4.97% | 5 |
|
|
2022
Q3 | $3.28M | Sell |
175,347
-2,503
| -1% | -$46.8K | 6.09% | 5 |
|
|
2022
Q2 | $3.75M | Buy |
177,850
+9,092
| +5% | +$192K | 6.58% | 4 |
|
|
2022
Q1 | $4.2M | Buy |
168,758
+89,902
| +114% | +$2.24M | 4.27% | 6 |
|
|
2021
Q4 | $4.16M | Buy |
78,856
+2,326
| +3% | +$123K | 3.85% | 6 |
|
|
2021
Q3 | $3.5M | Buy |
76,530
+4,722
| +7% | +$216K | 2.49% | 8 |
|
|
2021
Q2 | $3.29M | Buy |
71,808
+1,806
| +3% | +$82.7K | 2.34% | 8 |
|
|
2021
Q1 | $2.88M | Buy |
70,002
+7,438
| +12% | +$306K | 2.99% | 6 |
|
|
2020
Q4 | $2.38M | Buy |
+62,564
| New | +$2.38M | 3.61% | 5 |
|