Everhart Financial 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 | $585K | Buy |
27,624
+7,220
| +35% | +$153K | 0.07% | 207 |
|
|
2025
Q1 | $439K | Sell |
20,404
-68
| -0.3% | -$1.46K | 0.06% | 230 |
|
|
2024
Q4 | $431K | Sell |
20,472
-523
| -2% | -$11K | 0.09% | 208 |
|
|
2024
Q3 | $486K | Sell |
20,995
-121
| -0.6% | -$2.8K | 0.11% | 195 |
|
|
2024
Q2 | $422K | Sell |
21,116
-992
| -4% | -$19.8K | 0.11% | 185 |
|
|
2024
Q1 | $449K | Sell |
22,108
-708
| -3% | -$14.4K | 0.13% | 163 |
|
|
2023
Q4 | $473K | Buy |
22,816
+3,359
| +17% | +$69.6K | 0.17% | 119 |
|
|
2023
Q3 | $345K | Buy |
19,457
+2,060
| +12% | +$36.6K | 0.15% | 137 |
|
|
2023
Q2 | $340K | Sell |
17,397
-114
| -0.7% | -$2.23K | 0.14% | 144 |
|
|
2023
Q1 | $341K | Buy |
17,511
+402
| +2% | +$7.84K | 0.15% | 123 |
|
|
2022
Q4 | $330K | Buy |
17,109
+4,163
| +32% | +$80.3K | 0.17% | 109 |
|
|
2022
Q3 | $242K | Sell |
12,946
-10,458
| -45% | -$195K | 0.13% | 156 |
|
|
2022
Q2 | $494K | Buy |
23,404
+13,818
| +144% | +$292K | 0.3% | 76 |
|
|
2022
Q1 | $239K | Buy |
9,586
+86
| +0.9% | +$2.14K | 0.14% | 110 |
|
|
2021
Q4 | $250K | Sell |
9,500
-60
| -0.6% | -$1.58K | 0.15% | 98 |
|
|
2021
Q3 | $218K | Sell |
9,560
-22
| -0.2% | -$502 | 0.15% | 96 |
|
|
2021
Q2 | $220K | Sell |
9,582
-1,276
| -12% | -$29.3K | 0.15% | 88 |
|
|
2021
Q1 | $223K | Buy |
+10,858
| New | +$223K | 0.2% | 73 |
|