Envestnet Portfolio Solutions’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 | $166M | Buy |
7,866,902
+385,927
| +5% | +$8.17M | 0.61% | 35 |
|
|
2025
Q1 | $161M | Buy |
7,480,975
+246,540
| +3% | +$5.3M | 0.62% | 36 |
|
|
2024
Q4 | $152M | Buy |
7,234,435
+252,942
| +4% | +$5.33M | 0.5% | 43 |
|
|
2024
Q3 | $162M | Buy |
6,981,493
+143,809
| +2% | +$3.33M | 0.53% | 39 |
|
|
2024
Q2 | $137M | Buy |
6,837,684
+480,848
| +8% | +$9.6M | 0.48% | 44 |
|
|
2024
Q1 | $129M | Buy |
6,356,836
+301,764
| +5% | +$6.13M | 0.49% | 42 |
|
|
2023
Q4 | $125M | Buy |
6,055,072
+91,491
| +2% | +$1.89M | 0.52% | 42 |
|
|
2023
Q3 | $106M | Buy |
+5,963,581
| New | +$106M | 0.5% | 41 |
|