Firestone Capital Management’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 | $9.16M | Sell |
433,000
-8,824
| -2% | -$187K | 2.16% | 14 |
|
|
2025
Q1 | $9.5M | Buy |
441,824
+591
| +0.1% | +$12.7K | 2.49% | 11 |
|
|
2024
Q4 | $9.29M | Buy |
441,233
+15,983
| +4% | +$337K | 2.31% | 14 |
|
|
2024
Q3 | $9.85M | Buy |
425,250
+980
| +0.2% | +$22.7K | 2.47% | 12 |
|
|
2024
Q2 | $8.47M | Buy |
424,270
+14,401
| +4% | +$288K | 2.31% | 14 |
|
|
2024
Q1 | $8.32M | Buy |
409,869
+7,827
| +2% | +$159K | 2.32% | 14 |
|
|
2023
Q4 | $8.33M | Sell |
402,042
-26,437
| -6% | -$548K | 2.56% | 12 |
|
|
2023
Q3 | $7.61M | Sell |
428,479
-10,607
| -2% | -$188K | 2.6% | 11 |
|
|
2023
Q2 | $8.76M | Buy |
439,086
+639
| +0.1% | +$12.7K | 2.85% | 10 |
|
|
2023
Q1 | $8.55M | Buy |
438,447
+11,072
| +3% | +$216K | 3.08% | 10 |
|
|
2022
Q4 | $8.24M | Buy |
427,375
+76,248
| +22% | +$1.47M | 3.06% | 10 |
|
|
2022
Q3 | $6.56M | Sell |
351,127
-1,648
| -0.5% | -$30.8K | 2.67% | 10 |
|
|
2022
Q2 | $7.44M | Buy |
352,775
+13,574
| +4% | +$286K | 2.89% | 10 |
|
|
2022
Q1 | $8.44M | Buy |
339,201
+3,199
| +1% | +$79.6K | 2.77% | 10 |
|
|
2021
Q4 | $8.85M | Buy |
336,002
+24,822
| +8% | +$654K | 2.79% | 10 |
|
|
2021
Q3 | $7.12M | Hold |
311,180
| – | – | 2.36% | 10 |
|
|
2021
Q2 | $7.12M | Buy |
311,180
+26,378
| +9% | +$604K | 2.57% | 9 |
|
|
2021
Q1 | $5.85M | Buy |
284,802
+12,498
| +5% | +$257K | 2.08% | 12 |
|
|
2020
Q4 | $5.17M | Buy |
272,304
+41,454
| +18% | +$787K | 1.96% | 12 |
|
|
2020
Q3 | $4.08M | Buy |
230,850
+17,384
| +8% | +$307K | 1.83% | 15 |
|
|
2020
Q2 | $3.76M | Buy |
213,466
+14,508
| +7% | +$255K | 1.74% | 16 |
|
|
2020
Q1 | $3.26M | Buy |
198,958
+29,508
| +17% | +$483K | 1.69% | 15 |
|
|
2019
Q4 | $3.89M | Buy |
+169,450
| New | +$3.89M | 1.66% | 17 |
|