Elm Partners Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.32M | Sell |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $17.6M | Buy |
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|
2024
Q3 | $18.8M | Buy |
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|
2024
Q2 | $13.3M | Buy |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $898K | Sell |
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|
2023
Q3 | $1.54M | Hold |
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|
2023
Q2 | $1.69M | Hold |
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|
2023
Q1 | $1.69M | Buy |
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|
2022
Q4 | $1.67M | Sell |
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|
2022
Q3 | $8.24M | Sell |
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|
2022
Q2 | $10.8M | Hold |
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|
2022
Q1 | $12.7M | Hold |
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|
2021
Q4 | $13.4M | Hold |
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|
2021
Q3 | $11.6M | Hold |
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|
2021
Q2 | $11.7M | Hold |
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|
2021
Q1 | $10.5M | Hold |
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|
2020
Q4 | $9.68M | Hold |
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|
2020
Q3 | $9.02M | Hold |
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|
2020
Q2 | $8.98M | Buy |
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