Fisher Asset Management’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
Q1
Sell
-14,014
Closed -$295K 1056
2024
Q4
$295K Buy
14,014
+5,340
+62% +$119K ﹤0.01% 875
2024
Q3
$201K Sell
8,674
-2,399
-22% -$52.5K ﹤0.01% 903
2024
Q2
$221K Sell
11,073
-571
-5% -$11.1K ﹤0.01% 940
2024
Q1
$236K Buy
+11,644
New +$233K ﹤0.01% 909
2023
Q4
Sell
-15,852
Closed -$281K 1100
2023
Q3
$281K Buy
+15,852
New +$305K ﹤0.01% 949
2021
Q1
Sell
-25,746
Closed -$489K 962
2020
Q4
$489K Buy
+25,746
New +$476K ﹤0.01% 712

Other funds holding SCHH