EPM
Elm Partners 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 | $7.32M | Sell |
345,732
-134,819
| -28% | -$2.85M | 0.42% | 24 |
|
|
2025
Q1 | $10.3M | Sell |
480,551
-352,789
| -42% | -$7.59M | 0.67% | 21 |
|
|
2024
Q4 | $17.6M | Buy |
833,340
+21,695
| +3% | +$457K | 1.2% | 17 |
|
|
2024
Q3 | $18.8M | Buy |
811,645
+143,889
| +22% | +$3.33M | 1.34% | 17 |
|
|
2024
Q2 | $13.3M | Buy |
667,756
+488,647
| +273% | +$9.76M | 1.02% | 21 |
|
|
2024
Q1 | $3.64M | Buy |
179,109
+135,763
| +313% | +$2.76M | 0.29% | 29 |
|
|
2023
Q4 | $898K | Sell |
43,346
-43,346
| -50% | -$898K | 0.08% | 35 |
|
|
2023
Q3 | $1.54M | Hold |
86,692
| – | – | 0.16% | 34 |
|
|
2023
Q2 | $1.69M | Hold |
86,692
| – | – | 0.17% | 31 |
|
|
2023
Q1 | $1.69M | Buy |
86,692
+272
| +0.3% | +$5.3K | 0.18% | 32 |
|
|
2022
Q4 | $1.67M | Sell |
86,420
-354,192
| -80% | -$6.83M | 0.19% | 29 |
|
|
2022
Q3 | $8.24M | Sell |
440,612
-69,388
| -14% | -$1.3M | 1.11% | 17 |
|
|
2022
Q2 | $10.8M | Hold |
510,000
| – | – | 1.4% | 15 |
|
|
2022
Q1 | $12.7M | Buy |
510,000
+255,000
| +100% | +$6.35M | 1.6% | 14 |
|
|
2021
Q4 | $13.4M | Hold |
255,000
| – | – | 1.66% | 16 |
|
|
2021
Q3 | $11.6M | Hold |
255,000
| – | – | 1.55% | 16 |
|
|
2021
Q2 | $11.7M | Hold |
255,000
| – | – | 1.54% | 16 |
|
|
2021
Q1 | $10.5M | Hold |
255,000
| – | – | 1.49% | 17 |
|
|
2020
Q4 | $9.68M | Hold |
255,000
| – | – | 1.45% | 19 |
|
|
2020
Q3 | $9.02M | Hold |
255,000
| – | – | 1.52% | 17 |
|
|
2020
Q2 | $8.98M | Buy |
+255,000
| New | +$8.98M | 1.6% | 16 |
|