Financial Counselors Inc’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 | – | Sell |
-130,837
| Closed | -$2.81M | – | 425 |
|
|
2025
Q1 | $2.81M | Sell |
130,837
-1,042
| -0.8% | -$22.4K | 0.04% | 241 |
|
|
2024
Q4 | $2.78M | Sell |
131,879
-11,958
| -8% | -$252K | 0.04% | 244 |
|
|
2024
Q3 | $3.33M | Hold |
143,837
| – | – | 0.05% | 234 |
|
|
2024
Q2 | $2.87M | Sell |
143,837
-860
| -0.6% | -$17.2K | 0.05% | 234 |
|
|
2024
Q1 | $2.94M | Hold |
144,697
| – | – | 0.05% | 228 |
|
|
2023
Q4 | $3M | Hold |
144,697
| – | – | 0.05% | 229 |
|
|
2023
Q3 | $2.57M | Hold |
144,697
| – | – | 0.05% | 235 |
|
|
2023
Q2 | $2.83M | Hold |
144,697
| – | – | 0.06% | 220 |
|
|
2023
Q1 | $2.82M | Buy |
144,697
+707
| +0.5% | +$13.8K | 0.06% | 220 |
|
|
2022
Q4 | $2.78M | Hold |
143,990
| – | – | 0.06% | 222 |
|
|
2022
Q3 | $2.69M | Sell |
143,990
-478
| -0.3% | -$8.93K | 0.07% | 210 |
|
|
2022
Q2 | $3.05M | Buy |
144,468
+56
| +0% | +$1.18K | 0.07% | 201 |
|
|
2022
Q1 | $3.59M | Hold |
144,412
| – | – | 0.07% | 205 |
|
|
2021
Q4 | $3.81M | Sell |
144,412
-5,738
| -4% | -$151K | 0.08% | 208 |
|
|
2021
Q3 | $3.43M | Hold |
150,150
| – | – | 0.07% | 215 |
|
|
2021
Q2 | $3.44M | Hold |
150,150
| – | – | 0.07% | 213 |
|
|
2021
Q1 | $3.09M | Sell |
150,150
-80,148
| -35% | -$1.65M | 0.07% | 218 |
|
|
2020
Q4 | $4.37M | Buy |
+230,298
| New | +$4.37M | 0.11% | 178 |
|