Financial Management Professionals’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 | $5.5K | Hold |
260
| – | – | ﹤0.01% | 617 |
|
|
2025
Q1 | $5.59K | Buy |
260
+244
| +1,525% | +$5.25K | ﹤0.01% | 618 |
|
|
2024
Q4 | $337 | Hold |
16
| – | – | ﹤0.01% | 925 |
|
|
2024
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1027 |
|
|
2024
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q1 | $0 | Hold |
16
| – | – | ﹤0.01% | 1065 |
|
|
2023
Q4 | $0 | Hold |
16
| – | – | ﹤0.01% | 1038 |
|
|
2023
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 1036 |
|
|
2023
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 1082 |
|
|
2023
Q1 | $0 | Sell |
16
-378
| -96% | – | ﹤0.01% | 1125 |
|
|
2022
Q4 | $8K | Buy |
394
+376
| +2,089% | +$7.64K | ﹤0.01% | 551 |
|
|
2022
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 1085 |
|
|
2022
Q2 | $0 | Hold |
18
| – | – | ﹤0.01% | 1104 |
|
|
2022
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 1137 |
|
|
2021
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 1070 |
|
|
2021
Q3 | $0 | Sell |
18
-232
| -93% | – | ﹤0.01% | 1023 |
|
|
2021
Q2 | $6K | Buy |
250
+232
| +1,289% | +$5.57K | ﹤0.01% | 495 |
|
|
2021
Q1 | $0 | Hold |
18
| – | – | ﹤0.01% | 708 |
|
|
2020
Q4 | $0 | Hold |
18
| – | – | ﹤0.01% | 674 |
|
|
2020
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 636 |
|
|
2020
Q2 | $0 | Sell |
18
-22
| -55% | – | ﹤0.01% | 622 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 287 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 316 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 286 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 306 |
|
|
2019
Q1 | $1K | Sell |
40
-171,864
| -100% | -$4.3M | ﹤0.01% | 271 |
|
|
2018
Q4 | $3.31M | Buy |
171,904
+2,110
| +1% | +$40.6K | 2.06% | 10 |
|
|
2018
Q3 | $3.54M | Buy |
169,794
+169,754
| +424,385% | +$3.54M | 1.38% | 16 |
|
|
2018
Q2 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 271 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 270 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 266 |
|
|
2015
Q3 | – | Hold |
0
| – | – | – | 290 |
|
|
2015
Q2 | – | Sell |
-177,580
| Closed | -$3.6M | – | 288 |
|
|
2015
Q1 | $3.6M | Sell |
177,580
-5,870
| -3% | -$119K | 1.69% | 13 |
|
|
2014
Q4 | $3.57M | Sell |
183,450
-390
| -0.2% | -$7.6K | 1.97% | 14 |
|
|
2014
Q3 | $3.13M | Buy |
+183,840
| New | +$3.13M | 2.14% | 14 |
|
|
2014
Q2 | – | Hold |
0
| – | – | – | 264 |
|
|
2014
Q1 | – | Hold |
0
| – | – | – | 263 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 275 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 282 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 269 |
|