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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.29B | Sell |
59,885,676
-154,757
| -0.3% | -$3.39M | 2.61% | 15 |
|
|
2025
Q4 | $1.25B | Buy |
60,040,433
+2,964,924
| +5% | +$62.9M | 2.38% | 17 |
|
|
2025
Q3 | $1.23B | Buy |
57,075,509
+1,557,768
| +3% | +$33.2M | 2.35% | 16 |
|
|
2025
Q2 | $1.17B | Buy |
55,517,741
+1,353,127
| +2% | +$28.3M | 2.34% | 16 |
|
|
2025
Q1 | $1.17B | Buy |
54,164,614
+337,472
| +0.6% | +$7.21M | 2.5% | 15 |
|
|
2024
Q4 | $1.13B | Buy |
53,827,142
+909,210
| +2% | +$20.3M | 2.39% | 16 |
|
|
2024
Q3 | $1.23B | Buy |
52,917,932
+117,263
| +0.2% | +$2.57M | 2.56% | 15 |
|
|
2024
Q2 | $1.06B | Buy |
52,800,669
+2,083,129
| +4% | +$40.6M | 2.36% | 17 |
|
|
2024
Q1 | $1.03B | Buy |
50,717,540
+1,906,953
| +4% | +$38.2M | 2.32% | 17 |
|
|
2023
Q4 | $1.01B | Buy |
48,810,587
+1,452,610
| +3% | +$27M | 2.38% | 16 |
|
|
2023
Q3 | $841M | Buy |
47,357,977
+1,921,502
| +4% | +$37M | 2.21% | 17 |
|
|
2023
Q2 | $887M | Buy |
45,436,475
+3,961,396
| +10% | +$76M | 2.25% | 17 |
|
|
2023
Q1 | $809M | Buy |
41,475,079
+4,910,518
| +13% | +$98.3M | 2.15% | 17 |
|
|
2022
Q4 | $705M | Buy |
36,564,561
+2,834,450
| +8% | +$54.6M | 2.02% | 17 |
|
|
2022
Q3 | $630M | Sell |
33,730,111
-58,386
| -0.2% | -$1.26M | 2.06% | 16 |
|
|
2022
Q2 | $713M | Sell |
33,788,497
-595,427
| -2% | -$13.7M | 2.17% | 16 |
|
|
2022
Q1 | $856M | Sell |
34,383,924
-439,220
| -1% | -$10.6M | 2.28% | 13 |
|
|
2021
Q4 | $917M | Buy |
34,823,144
+1,830,502
| +6% | +$45.1M | 2.44% | 12 |
|
|
2021
Q3 | $754M | Sell |
32,992,642
-335,874
| -1% | -$8.01M | 2.23% | 14 |
|
|
2021
Q2 | $763M | Sell |
33,328,516
-975,542
| -3% | -$21.7M | 2.21% | 12 |
|
|
2021
Q1 | $705M | Buy |
34,304,058
+5,456,306
| +19% | +$107M | 2.2% | 13 |
|
|
2020
Q4 | $549M | Buy |
28,847,752
+4,035,792
| +16% | +$74.7M | 1.87% | 15 |
|
|
2020
Q3 | $439M | Buy |
24,811,960
+4,396,728
| +22% | +$79.1M | 1.75% | 15 |
|
|
2020
Q2 | $360M | Sell |
20,415,232
-3,693,564
| -15% | -$64.1M | 1.57% | 16 |
|
|
2020
Q1 | $395M | Buy |
24,108,796
+3,857,642
| +19% | +$82.3M | 2.12% | 16 |
|
|
2019
Q4 | $465M | Buy |
20,251,154
+2,455,732
| +14% | +$57.2M | 2.25% | 13 |
|
|
2019
Q3 | $420M | Sell |
17,795,422
-89,210
| -0.5% | -$2.05M | 2.26% | 14 |
|
|
2019
Q2 | $397M | Sell |
17,884,632
-152,244
| -0.8% | -$3.4M | 2.32% | 14 |
|
|
2019
Q1 | $401M | Buy |
18,036,876
+15,376,744
| +578% | +$326M | 2.19% | 15 |
|
|
2018
Q4 | $355M | Sell |
2,660,132
-14,731,246
| -85% | -$301M | 2.45% | 11 |
|
|
2018
Q3 | $363M | Buy |
17,391,378
+5,203,508
| +43% | +$110M | 6.92% | 5 |
|
|
2018
Q2 | $255M | Buy |
12,187,870
+2,301,462
| +23% | +$45.5M | 6.05% | 5 |
|
|
2018
Q1 | $223M | Buy |
9,886,408
+14,974
| +0.2% | +$289K | 6.49% | 4 |
|
|
2017
Q4 | $205M | Buy |
9,871,434
+723,844
| +8% | +$15M | 5.9% | 4 |
|
|
2017
Q3 | $188M | Buy |
9,147,590
+7,380,964
| +418% | +$152M | 6.28% | 4 |
|
|
2017
Q2 | $36M | Buy |
1,766,626
+29,130
| +2% | +$599K | 1.66% | 6 |
|
|
2017
Q1 | $35.4M | Buy |
1,737,496
+354,600
| +26% | +$7.26M | 1.67% | 6 |
|
|
2016
Q4 | $28.4M | Buy |
+1,382,896
| New | +$27.8M | 1.4% | 6 |
|
Other funds holding SCHH
DI
BEI
