Droms Strauss Advisors’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 | $687K | Buy |
31,961
+1,629
| +5% | +$35.7K | 0.18% | 47 |
|
|
2025
Q4 | $634K | Buy |
30,332
+3,774
| +14% | +$80K | 0.17% | 48 |
|
|
2025
Q3 | $573K | Sell |
26,558
-1,909
| -7% | -$40.7K | 0.17% | 46 |
|
|
2025
Q2 | $602K | Buy |
28,467
+5,866
| +26% | +$123K | 0.18% | 45 |
|
|
2025
Q1 | $486K | Sell |
22,601
-47
| -0.2% | -$1K | 0.17% | 45 |
|
|
2024
Q4 | $477K | Sell |
22,648
-548
| -2% | -$12.2K | 0.16% | 47 |
|
|
2024
Q3 | $537K | Buy |
23,196
+964
| +4% | +$21.1K | 0.19% | 43 |
|
|
2024
Q2 | $444K | Sell |
22,232
-1,868
| -8% | -$36.4K | 0.16% | 43 |
|
|
2024
Q1 | $489K | Sell |
24,100
-8,070
| -25% | -$162K | 0.18% | 43 |
|
|
2023
Q4 | $666K | Buy |
32,170
+10,448
| +48% | +$194K | 0.26% | 44 |
|
|
2023
Q3 | $386K | Buy |
21,722
+2,228
| +11% | +$42.9K | 0.17% | 46 |
|
|
2023
Q2 | $385K | Sell |
19,494
-9,069
| -32% | -$174K | 0.16% | 47 |
|
|
2023
Q1 | $557K | Sell |
28,563
-1,220
| -4% | -$24.4K | 0.25% | 41 |
|
|
2022
Q4 | $571K | Buy |
29,783
+19,559
| +191% | +$376K | 0.26% | 40 |
|
|
2022
Q3 | $188K | Sell |
10,224
-1,285
| -11% | -$27.8K | 0.09% | 60 |
|
|
2022
Q2 | $243K | Sell |
11,509
-7,870
| -41% | -$181K | 0.12% | 53 |
|
|
2022
Q1 | $486K | Buy |
19,379
+2,303
| +13% | +$55.6K | 0.24% | 29 |
|
|
2021
Q4 | $445K | Buy |
17,076
+1,788
| +12% | +$44.1K | 0.2% | 35 |
|
|
2021
Q3 | $344K | Buy |
15,288
+5,146
| +51% | +$123K | 0.17% | 36 |
|
|
2021
Q2 | $230K | Buy |
+10,142
| New | +$225K | 0.11% | 46 |
|
|
2021
Q1 | – | Sell |
-31,116
| Closed | -$589K | – | 49 |
|
|
2020
Q4 | $589K | Buy |
31,116
+14,530
| +88% | +$269K | 0.34% | 21 |
|
|
2020
Q3 | $293K | Sell |
16,586
-29,912
| -64% | -$538K | 0.17% | 37 |
|
|
2020
Q2 | $817K | Buy |
+46,498
| New | +$807K | 0.56% | 19 |
|
|
2020
Q1 | – | Sell |
-225,346
| Closed | -$5.17M | – | 51 |
|
|
2019
Q4 | $5.17M | Sell |
225,346
-42,218
| -16% | -$984K | 3.84% | 9 |
|
|
2019
Q3 | $6.31M | Sell |
267,564
-6,650
| -2% | -$153K | 5.08% | 7 |
|
|
2019
Q2 | $6.09M | Buy |
274,214
+2,342
| +0.9% | +$52.3K | 4.53% | 7 |
|
|
2019
Q1 | $6.03M | Buy |
271,872
+5,082
| +2% | +$108K | 4.68% | 6 |
|
|
2018
Q4 | $5.13M | Buy |
+266,790
| New | +$5.45M | 4.75% | 7 |
|
Other funds holding SCHH
DI
BEI