Efficient 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,813
| Closed | -$402K | – | 67 |
|
|
2024
Q1 | $402K | Sell |
19,813
-2,762
| -12% | -$55.4K | 0.03% | 60 |
|
|
2023
Q4 | $468K | Buy |
22,575
+258
| +1% | +$4.79K | 0.03% | 56 |
|
|
2023
Q3 | $396K | Sell |
22,317
-12,421
| -36% | -$239K | 0.03% | 61 |
|
|
2023
Q2 | $678K | Buy |
34,738
+1,906
| +6% | +$36.5K | 0.04% | 53 |
|
|
2023
Q1 | $640K | Buy |
32,832
+211
| +0.6% | +$4.23K | 0.04% | 53 |
|
|
2022
Q4 | $629K | Buy |
32,621
+3,159
| +11% | +$60.8K | 0.06% | 47 |
|
|
2022
Q3 | $551K | Sell |
29,462
-1,267
| -4% | -$27.4K | 0.05% | 46 |
|
|
2022
Q2 | $648K | Buy |
30,729
+1,899
| +7% | +$43.7K | 0.05% | 42 |
|
|
2022
Q1 | $718K | Sell |
28,830
-108
| -0.4% | -$2.61K | 0.05% | 42 |
|
|
2021
Q4 | $762K | Sell |
28,938
-5,622
| -16% | -$139K | 0.05% | 45 |
|
|
2021
Q3 | $789K | Buy |
34,560
+102
| +0.3% | +$2.43K | 0.08% | 44 |
|
|
2021
Q2 | $789K | Sell |
34,458
-520
| -1% | -$11.6K | 0.1% | 45 |
|
|
2021
Q1 | $719K | Sell |
34,978
-6,096
| -15% | -$119K | 0.1% | 46 |
|
|
2020
Q4 | $780K | Buy |
41,074
+352
| +0.9% | +$6.51K | 0.12% | 52 |
|
|
2020
Q3 | $720K | Sell |
40,722
-1,390
| -3% | -$25K | 0.13% | 39 |
|
|
2020
Q2 | $742K | Buy |
42,112
+6,898
| +20% | +$120K | 0.14% | 38 |
|
|
2020
Q1 | $576K | Sell |
35,214
-946
| -3% | -$20.2K | 0.12% | 41 |
|
|
2019
Q4 | $831K | Sell |
36,160
-8,620
| -19% | -$201K | 0.14% | 39 |
|
|
2019
Q3 | $1.06M | Sell |
44,780
-16,230
| -27% | -$372K | 0.19% | 33 |
|
|
2019
Q2 | $1.36M | Sell |
61,010
-4,328
| -7% | -$96.6K | 0.24% | 29 |
|
|
2019
Q1 | $1.45M | Buy |
65,338
+5,086
| +8% | +$108K | 0.25% | 30 |
|
|
2018
Q4 | $1.16M | Buy |
60,252
+238
| +0.4% | +$4.86K | 0.22% | 31 |
|
|
2018
Q3 | $1.25M | Buy |
60,014
+60
| +0.1% | +$1.27K | 0.21% | 31 |
|
|
2018
Q2 | $1.25M | Sell |
59,954
-624
| -1% | -$12.3K | 0.21% | 31 |
|
|
2018
Q1 | $1.16M | Buy |
60,578
+3,520
| +6% | +$67.8K | 0.2% | 32 |
|
|
2017
Q4 | $1.19M | Sell |
57,058
-2,880
| -5% | -$59.9K | 0.2% | 32 |
|
|
2017
Q3 | $1.23M | Sell |
59,938
-928
| -2% | -$19.1K | 0.21% | 30 |
|
|
2017
Q2 | $1.25M | Sell |
60,866
-5,280
| -8% | -$109K | 0.18% | 39 |
|
|
2017
Q1 | $1.35M | Sell |
66,146
-1,026
| -2% | -$21K | 0.19% | 38 |
|
|
2016
Q4 | $1.38M | Buy |
67,172
+4,220
| +7% | +$84.7K | 0.2% | 38 |
|
|
2016
Q3 | $1.34M | Sell |
62,952
-7,246
| -10% | -$159K | 0.2% | 39 |
|
|
2016
Q2 | $1.52M | Sell |
70,198
-112
| -0.2% | -$2.31K | 0.24% | 40 |
|
|
2016
Q1 | $1.46M | Sell |
70,310
-2,132
| -3% | -$41K | 0.26% | 34 |
|
|
2015
Q4 | $1.44M | Sell |
72,442
-10,972
| -13% | -$214K | 0.31% | 21 |
|
|
2015
Q3 | $1.55M | Buy |
83,414
+116
| +0.1% | +$2.17K | 0.35% | 21 |
|
|
2015
Q2 | $1.51M | Buy |
83,298
+5,152
| +7% | +$99.3K | 0.32% | 22 |
|
|
2015
Q1 | $1.58M | Buy |
+78,146
| New | +$1.6M | 0.34% | 21 |
|
Other funds holding SCHH
RA
MSA
Efficient Advisors's SCHH Position: Q2 2024 in Review
Efficient Advisors sold out of Schwab US REIT ETF (SCHH) in Q2 2024, closing a stake of 19,813 shares — an estimated $402K sold.
Efficient Advisors first reported a position in SCHH in Q1 2015 and held it in 37 quarters. The position peaked at $1.58M in Q1 2015. 478 funds tracked by Wall St. Rank hold SCHH as of Q2 2024.
- Efficient Advisors reported no remaining Schwab US REIT ETF position as of Q2 2024 after selling out during the quarter.
- Efficient Advisors sold 19,813 Schwab US REIT ETF shares in Q2 2024, an estimated $402K.
- Efficient Advisors first reported a position in Schwab US REIT ETF in Q1 2015 and held it in 37 quarters.
- Efficient Advisors's Schwab US REIT ETF position peaked at $1.58M in Q1 2015.
- 478 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q2 2024.
Based on Efficient Advisors's 13F filing for Q2 2024, filed 5 Aug 2024.