Financial Engines Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17B | Buy |
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|
2025
Q1 | $1.17B | Buy |
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|
2024
Q4 | $1.13B | Buy |
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|
2024
Q3 | $1.23B | Buy |
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|
2024
Q2 | $1.06B | Buy |
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|
2024
Q1 | $1.03B | Buy |
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|
2023
Q4 | $1.01B | Buy |
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|
2023
Q3 | $841M | Buy |
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|
2023
Q2 | $887M | Buy |
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|
2023
Q1 | $809M | Buy |
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|
2022
Q4 | $705M | Buy |
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|
2022
Q3 | $630M | Sell |
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|
2022
Q2 | $713M | Sell |
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|
2022
Q1 | $856M | Sell |
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|
2021
Q4 | $917M | Buy |
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|
2021
Q3 | $754M | Sell |
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|
2021
Q2 | $763M | Sell |
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|
2021
Q1 | $705M | Buy |
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|
2020
Q4 | $549M | Buy |
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|
2020
Q3 | $439M | Buy |
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|
2020
Q2 | $360M | Sell |
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|
2020
Q1 | $395M | Buy |
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|
2019
Q4 | $465M | Buy |
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|
2019
Q3 | $420M | Sell |
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|
2019
Q2 | $397M | Sell |
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|
2019
Q1 | $401M | Buy |
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|
2018
Q4 | $355M | Sell |
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|
2018
Q3 | $363M | Buy |
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|
2018
Q2 | $255M | Buy |
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|
2018
Q1 | $223M | Buy |
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|
2017
Q4 | $205M | Buy |
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|
2017
Q3 | $188M | Buy |
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|
2017
Q2 | $36M | Buy |
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|
2017
Q1 | $35.4M | Buy |
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|
2016
Q4 | $28.4M | Buy |
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