Financial Engines Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17B | Buy |
55,517,741
+1,353,127
| +2% | +$28.6M | 2.34% | 16 |
|
|
2025
Q1 | $1.17B | Buy |
54,164,614
+337,472
| +0.6% | +$7.26M | 2.5% | 15 |
|
|
2024
Q4 | $1.13B | Buy |
53,827,142
+909,210
| +2% | +$19.1M | 2.39% | 16 |
|
|
2024
Q3 | $1.23B | Buy |
52,917,932
+117,263
| +0.2% | +$2.72M | 2.56% | 15 |
|
|
2024
Q2 | $1.06B | Buy |
52,800,669
+2,083,129
| +4% | +$42M | 2.36% | 17 |
|
|
2024
Q1 | $1.03B | Buy |
50,717,540
+1,906,953
| +4% | +$38.7M | 2.32% | 17 |
|
|
2023
Q4 | $1.01B | Buy |
48,810,587
+1,452,610
| +3% | +$30.1M | 2.38% | 16 |
|
|
2023
Q3 | $841M | Buy |
47,357,977
+1,921,502
| +4% | +$34.1M | 2.21% | 17 |
|
|
2023
Q2 | $887M | Buy |
45,436,475
+3,961,396
| +10% | +$77.4M | 2.25% | 17 |
|
|
2023
Q1 | $809M | Buy |
41,475,079
+4,910,518
| +13% | +$95.8M | 2.15% | 17 |
|
|
2022
Q4 | $705M | Buy |
36,564,561
+2,834,450
| +8% | +$54.7M | 2.02% | 17 |
|
|
2022
Q3 | $630M | Sell |
33,730,111
-58,386
| -0.2% | -$1.09M | 2.06% | 16 |
|
|
2022
Q2 | $713M | Sell |
33,788,497
-595,427
| -2% | -$12.6M | 2.17% | 16 |
|
|
2022
Q1 | $856M | Buy |
34,383,924
+16,972,352
| +97% | +$422M | 2.28% | 13 |
|
|
2021
Q4 | $917M | Buy |
17,411,572
+915,251
| +6% | +$48.2M | 2.44% | 12 |
|
|
2021
Q3 | $754M | Sell |
16,496,321
-167,937
| -1% | -$7.67M | 2.23% | 14 |
|
|
2021
Q2 | $763M | Sell |
16,664,258
-487,771
| -3% | -$22.3M | 2.21% | 12 |
|
|
2021
Q1 | $705M | Buy |
17,152,029
+2,728,153
| +19% | +$112M | 2.2% | 13 |
|
|
2020
Q4 | $549M | Buy |
14,423,876
+2,017,896
| +16% | +$76.9M | 1.87% | 15 |
|
|
2020
Q3 | $439M | Buy |
12,405,980
+2,198,364
| +22% | +$77.8M | 1.75% | 15 |
|
|
2020
Q2 | $360M | Sell |
10,207,616
-1,846,782
| -15% | -$65M | 1.57% | 16 |
|
|
2020
Q1 | $395M | Buy |
12,054,398
+1,928,821
| +19% | +$63.1M | 2.12% | 16 |
|
|
2019
Q4 | $465M | Buy |
10,125,577
+1,227,866
| +14% | +$56.4M | 2.25% | 13 |
|
|
2019
Q3 | $420M | Sell |
8,897,711
-44,605
| -0.5% | -$2.1M | 2.26% | 14 |
|
|
2019
Q2 | $397M | Sell |
8,942,316
-76,122
| -0.8% | -$3.38M | 2.32% | 14 |
|
|
2019
Q1 | $401M | Buy |
9,018,438
+7,688,372
| +578% | +$342M | 2.19% | 15 |
|
|
2018
Q4 | $355M | Sell |
1,330,066
-7,365,623
| -85% | -$1.96B | 2.45% | 11 |
|
|
2018
Q3 | $363M | Buy |
8,695,689
+2,601,754
| +43% | +$109M | 6.92% | 5 |
|
|
2018
Q2 | $255M | Buy |
6,093,935
+1,150,731
| +23% | +$48.1M | 6.05% | 5 |
|
|
2018
Q1 | $223M | Buy |
4,943,204
+7,487
| +0.2% | +$337K | 6.49% | 4 |
|
|
2017
Q4 | $205M | Buy |
4,935,717
+361,922
| +8% | +$15.1M | 5.9% | 4 |
|
|
2017
Q3 | $188M | Buy |
4,573,795
+3,690,482
| +418% | +$152M | 6.28% | 4 |
|
|
2017
Q2 | $36M | Buy |
883,313
+14,565
| +2% | +$594K | 1.66% | 6 |
|
|
2017
Q1 | $35.4M | Buy |
868,748
+177,300
| +26% | +$7.23M | 1.67% | 6 |
|
|
2016
Q4 | $28.4M | Buy |
+691,448
| New | +$28.4M | 1.4% | 6 |
|