EWM
Empirical Wealth 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 | $3.45M | Buy |
162,883
+5,424
| +3% | +$115K | 0.08% | 160 |
|
|
2025
Q1 | $3.39M | Sell |
157,459
-6,476
| -4% | -$139K | 0.09% | 158 |
|
|
2024
Q4 | $3.45M | Sell |
163,935
-18,193
| -10% | -$383K | 0.09% | 140 |
|
|
2024
Q3 | $4.22M | Sell |
182,128
-57,451
| -24% | -$1.33M | 0.12% | 126 |
|
|
2024
Q2 | $4.78M | Buy |
239,579
+2,764
| +1% | +$55.2K | 0.14% | 114 |
|
|
2024
Q1 | $4.81M | Sell |
236,815
-4,698
| -2% | -$95.4K | 0.15% | 111 |
|
|
2023
Q4 | $5M | Buy |
241,513
+47,130
| +24% | +$976K | 0.17% | 102 |
|
|
2023
Q3 | $3.45M | Sell |
194,383
-4,996
| -3% | -$88.7K | 0.14% | 113 |
|
|
2023
Q2 | $3.89M | Buy |
199,379
+10,387
| +5% | +$203K | 0.16% | 106 |
|
|
2023
Q1 | $3.69M | Buy |
188,992
+17,407
| +10% | +$339K | 0.16% | 101 |
|
|
2022
Q4 | $3.31M | Buy |
171,585
+25,489
| +17% | +$492K | 0.16% | 103 |
|
|
2022
Q3 | $2.73M | Buy |
146,096
+20,690
| +16% | +$387K | 0.14% | 107 |
|
|
2022
Q2 | $2.65M | Buy |
125,406
+43,637
| +53% | +$920K | 0.14% | 108 |
|
|
2022
Q1 | $2.04M | Buy |
81,769
+42,656
| +109% | +$1.06M | 0.1% | 135 |
|
|
2021
Q4 | $2.06M | Sell |
39,113
-228
| -0.6% | -$12K | 0.1% | 127 |
|
|
2021
Q3 | $1.8M | Sell |
39,341
-127
| -0.3% | -$5.8K | 0.1% | 124 |
|
|
2021
Q2 | $1.81M | Buy |
39,468
+2,201
| +6% | +$101K | 0.11% | 123 |
|
|
2021
Q1 | $1.53M | Sell |
37,267
-183
| -0.5% | -$7.52K | 0.12% | 119 |
|
|
2020
Q4 | $1.42M | Sell |
37,450
-3,147
| -8% | -$119K | 0.11% | 125 |
|
|
2020
Q3 | $1.44M | Buy |
40,597
+396
| +1% | +$14K | 0.12% | 114 |
|
|
2020
Q2 | $1.42M | Buy |
40,201
+13,954
| +53% | +$492K | 0.13% | 106 |
|
|
2020
Q1 | $859K | Buy |
26,247
+15,294
| +140% | +$501K | 0.09% | 125 |
|
|
2019
Q4 | $503K | Sell |
10,953
-1,572
| -13% | -$72.2K | 0.06% | 187 |
|
|
2019
Q3 | $591K | Buy |
+12,525
| New | +$591K | 0.07% | 153 |
|