Evergreen Capital Management’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 | $634K | Buy |
29,949
+15
| +0.1% | +$317 | 0.02% | 473 |
|
|
2025
Q1 | $644K | Hold |
29,934
| – | – | 0.02% | 423 |
|
|
2024
Q4 | $630K | Hold |
29,934
| – | – | 0.02% | 437 |
|
|
2024
Q3 | $694K | Hold |
29,934
| – | – | 0.02% | 407 |
|
|
2024
Q2 | $603K | Buy |
29,934
+467
| +2% | +$9.42K | 0.02% | 424 |
|
|
2024
Q1 | $598K | Hold |
29,467
| – | – | 0.02% | 403 |
|
|
2023
Q4 | $610K | Sell |
29,467
-64,892
| -69% | -$1.34M | 0.02% | 375 |
|
|
2023
Q3 | $1.67M | Buy |
94,359
+1,932
| +2% | +$34.3K | 0.07% | 235 |
|
|
2023
Q2 | $1.81M | Buy |
92,427
+6,578
| +8% | +$128K | 0.08% | 225 |
|
|
2023
Q1 | $1.67M | Buy |
85,849
+13,135
| +18% | +$256K | 0.08% | 229 |
|
|
2022
Q4 | $1.4M | Buy |
72,714
+50,239
| +224% | +$969K | 0.07% | 247 |
|
|
2022
Q3 | $420K | Hold |
22,475
| – | – | 0.02% | 370 |
|
|
2022
Q2 | $474K | Buy |
22,475
+1
| +0% | +$21 | 0.02% | 342 |
|
|
2022
Q1 | $559K | Hold |
22,474
| – | – | 0.02% | 351 |
|
|
2021
Q4 | $592K | Buy |
+22,474
| New | +$592K | 0.02% | 351 |
|