FC Advisory’s Schwab US REIT ETF SCHH Stock Holding History

FC Advisory’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.94M	Buy	91,680 +16,775	+22%	+$355K	0.6%	33
2025 Q1	$1.61M	Sell	74,905 -1,605	-2%	-$34.5K	0.54%	33
2024 Q4	$1.61M	Buy	76,510 +3,899	+5%	+$82.1K	0.54%	33
2024 Q3	$1.68M	Sell	72,611 -1,455	-2%	-$33.7K	0.57%	32
2024 Q2	$1.48M	Buy	74,066 +2,459	+3%	+$49.1K	0.54%	35
2024 Q1	$1.45M	Buy	71,607 +677	+1%	+$13.7K	0.54%	34
2023 Q4	$1.47M	Buy	70,930 +7,659	+12%	+$159K	0.57%	32
2023 Q3	$1.12M	Sell	63,271 -5,761	-8%	-$102K	0.47%	35
2023 Q2	$1.35M	Buy	69,032 +1,449	+2%	+$28.3K	0.55%	33
2023 Q1	$1.32M	Buy	67,583 +2,674	+4%	+$52.1K	0.58%	33
2022 Q4	$1.25M	Buy	64,909 +16,741	+35%	+$323K	0.59%	33
2022 Q3	$900K	Sell	48,168 -2,514	-5%	-$47K	0.46%	38
2022 Q2	$1.07M	Buy	50,682 +6,172	+14%	+$130K	0.51%	33
2022 Q1	$1.11M	Buy	44,510 +686	+2%	+$17.1K	0.48%	32
2021 Q4	$1.16M	Buy	43,824 +3,742	+9%	+$98.6K	0.48%	30
2021 Q3	$915K	Buy	40,082 +3,566	+10%	+$81.4K	0.41%	33
2021 Q2	$836K	Buy	36,516 +2,330	+7%	+$53.3K	0.37%	36
2021 Q1	$702K	Buy	34,186 +2,474	+8%	+$50.8K	0.34%	37
2020 Q4	$602K	Buy	31,712 +260	+0.8%	+$4.94K	0.3%	40
2020 Q3	$556K	Buy	31,452 +2,818	+10%	+$49.8K	0.31%	38
2020 Q2	$504K	Buy	28,634 +2	+0%	+$35	0.3%	38
2020 Q1	$469K	Buy	28,632 +1,798	+7%	+$29.5K	0.32%	37
2019 Q4	$613K	Buy	26,834 +3,036	+13%	+$69.4K	0.36%	34
2019 Q3	$563K	Buy	23,798 +400	+2%	+$9.46K	0.34%	34
2019 Q2	$535K	Sell	23,398 -246	-1%	-$5.63K	0.33%	34
2019 Q1	$525K	Buy	23,644 +450	+2%	+$9.99K	0.33%	33
2018 Q4	$447K	Buy	23,194 +4,324	+23%	+$83.3K	0.31%	34
2018 Q3	$394K	Buy	18,870 +230	+1%	+$4.8K	0.25%	33
2018 Q2	$389K	Buy	18,640 +1,634	+10%	+$34.1K	0.25%	32
2018 Q1	$325K	Buy	17,006 +4,524	+36%	+$86.5K	0.21%	34
2017 Q4	$260K	Buy	12,482 +1,996	+19%	+$41.6K	0.17%	36
2017 Q3	$216K	Buy	+10,486	New	+$216K	0.15%	39