Empower Advisory Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
62,823
+2,168
| +4% | +$45.9K | ﹤0.01% | 225 |
|
|
2025
Q1 | $1.3M | Buy |
60,655
+2,985
| +5% | +$64.2K | ﹤0.01% | 225 |
|
|
2024
Q4 | $1.21M | Buy |
57,670
+7,112
| +14% | +$150K | ﹤0.01% | 228 |
|
|
2024
Q3 | $1.17M | Sell |
50,558
-2,105
| -4% | -$48.8K | ﹤0.01% | 223 |
|
|
2024
Q2 | $1.05M | Sell |
52,663
-50,354
| -49% | -$1.01M | ﹤0.01% | 222 |
|
|
2024
Q1 | $2.09M | Sell |
103,017
-2,618
| -2% | -$53.1K | 0.01% | 202 |
|
|
2023
Q4 | $2.19M | Buy |
105,635
+38,195
| +57% | +$791K | 0.01% | 205 |
|
|
2023
Q3 | $1.2M | Sell |
67,440
-3,242
| -5% | -$57.5K | 0.01% | 220 |
|
|
2023
Q2 | $1.38M | Sell |
70,682
-6,269
| -8% | -$122K | 0.01% | 225 |
|
|
2023
Q1 | $1.49M | Buy |
+76,951
| New | +$1.49M | 0.01% | 221 |
|