FCIM
Fairview Capital Investment 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 | $2.26M | Sell |
106,765
-550
| -0.5% | -$11.6K | 0.12% | 73 |
|
|
2025
Q1 | $2.31M | Sell |
107,315
-1,658
| -2% | -$35.7K | 0.12% | 71 |
|
|
2024
Q4 | $2.29M | Buy |
108,973
+648
| +0.6% | +$13.6K | 0.12% | 73 |
|
|
2024
Q3 | $2.51M | Hold |
108,325
| – | – | 0.14% | 69 |
|
|
2024
Q2 | $2.16M | Sell |
108,325
-1,650
| -2% | -$33K | 0.12% | 74 |
|
|
2024
Q1 | $2.23M | Sell |
109,975
-525
| -0.5% | -$10.7K | 0.13% | 74 |
|
|
2023
Q4 | $2.29M | Buy |
110,500
+17,105
| +18% | +$354K | 0.14% | 68 |
|
|
2023
Q3 | $1.66M | Sell |
93,395
-9,295
| -9% | -$165K | 0.11% | 73 |
|
|
2023
Q2 | $2.01M | Buy |
102,690
+75
| +0.1% | +$1.47K | 0.13% | 72 |
|
|
2023
Q1 | $2M | Sell |
102,615
-20,850
| -17% | -$407K | 0.13% | 72 |
|
|
2022
Q4 | $2.38M | Buy |
123,465
+17,650
| +17% | +$340K | 0.16% | 65 |
|
|
2022
Q3 | $1.98M | Buy |
105,815
+645
| +0.6% | +$12.1K | 0.14% | 66 |
|
|
2022
Q2 | $2.22M | Buy |
105,170
+3,705
| +4% | +$78.1K | 0.15% | 65 |
|
|
2022
Q1 | $2.53M | Buy |
101,465
+50,745
| +100% | +$1.26M | 0.16% | 64 |
|
|
2021
Q4 | $2.67M | Buy |
50,720
+150
| +0.3% | +$7.9K | 0.17% | 61 |
|
|
2021
Q3 | $2.31M | Sell |
50,570
-2,320
| -4% | -$106K | 0.16% | 61 |
|
|
2021
Q2 | $2.42M | Buy |
52,890
+200
| +0.4% | +$9.16K | 0.17% | 60 |
|
|
2021
Q1 | $2.17M | Buy |
52,690
+2,275
| +5% | +$93.5K | 0.08% | 92 |
|
|
2020
Q4 | $1.91M | Buy |
50,415
+1,365
| +3% | +$51.8K | 0.08% | 82 |
|
|
2020
Q3 | $1.73M | Sell |
49,050
-4,140
| -8% | -$146K | 0.08% | 79 |
|
|
2020
Q2 | $1.87M | Buy |
53,190
+4,755
| +10% | +$167K | 0.09% | 74 |
|
|
2020
Q1 | $1.59M | Buy |
48,435
+13,210
| +38% | +$432K | 0.09% | 75 |
|
|
2019
Q4 | $1.62M | Buy |
35,225
+725
| +2% | +$33.3K | 0.08% | 79 |
|
|
2019
Q3 | $1.63M | Buy |
34,500
+375
| +1% | +$17.7K | 0.08% | 84 |
|
|
2019
Q2 | $1.52M | Sell |
34,125
-195
| -0.6% | -$8.66K | 0.08% | 84 |
|
|
2019
Q1 | $1.52M | Buy |
34,320
+6,950
| +25% | +$309K | 0.08% | 83 |
|
|
2018
Q4 | $1.05M | Buy |
27,370
+8,375
| +44% | +$323K | 0.06% | 88 |
|
|
2018
Q3 | $793K | Buy |
18,995
+1,505
| +9% | +$62.8K | 0.04% | 82 |
|
|
2018
Q2 | $731K | Buy |
17,490
+8,400
| +92% | +$351K | 0.04% | 78 |
|
|
2018
Q1 | $347K | Buy |
+9,090
| New | +$347K | 0.02% | 99 |
|