Fisher Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,014
| Closed | -$295K | – | 1056 |
|
|
2024
Q4 | $295K | Buy |
14,014
+5,340
| +62% | +$112K | ﹤0.01% | 875 |
|
|
2024
Q3 | $201K | Sell |
8,674
-2,399
| -22% | -$55.6K | ﹤0.01% | 903 |
|
|
2024
Q2 | $221K | Sell |
11,073
-571
| -5% | -$11.4K | ﹤0.01% | 940 |
|
|
2024
Q1 | $236K | Buy |
+11,644
| New | +$236K | ﹤0.01% | 909 |
|
|
2023
Q4 | – | Sell |
-15,852
| Closed | -$281K | – | 1100 |
|
|
2023
Q3 | $281K | Buy |
+15,852
| New | +$281K | ﹤0.01% | 949 |
|
|
2021
Q1 | – | Sell |
-12,873
| Closed | -$489K | – | 962 |
|
|
2020
Q4 | $489K | Buy |
+12,873
| New | +$489K | ﹤0.01% | 712 |
|