Davis Capital Management’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
Q1 | $1.99M | Buy |
92,537
+322
| +0.3% | +$6.93K | 1.59% | 16 |
|
|
2024
Q4 | $1.94M | Sell |
92,215
-2,118
| -2% | -$44.6K | 1.58% | 16 |
|
|
2024
Q3 | $2.19M | Sell |
94,333
-297
| -0.3% | -$6.88K | 1.73% | 10 |
|
|
2024
Q2 | $1.87M | Sell |
94,630
-1,385
| -1% | -$27.4K | 1.63% | 13 |
|
|
2024
Q1 | $1.92M | Buy |
96,015
+1,583
| +2% | +$31.6K | 1.71% | 12 |
|
|
2023
Q4 | $1.96M | Buy |
+94,432
| New | +$1.96M | 1.88% | 8 |
|
|
2020
Q2 | $1.08M | Sell |
61,296
-1,868
| -3% | -$32.9K | 1.99% | 11 |
|
|
2020
Q1 | $1.03M | Buy |
+63,164
| New | +$1.03M | 2.2% | 9 |
|