Focus Financial Network’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 | $702K | Sell |
33,164
-1,697
| -5% | -$35.9K | 0.03% | 362 |
|
|
2025
Q1 | $750K | Sell |
34,861
-886
| -2% | -$19.1K | 0.03% | 335 |
|
|
2024
Q4 | $753K | Sell |
35,747
-1,309
| -4% | -$27.6K | 0.03% | 328 |
|
|
2024
Q3 | $859K | Buy |
37,056
+97
| +0.3% | +$2.25K | 0.04% | 296 |
|
|
2024
Q2 | $789K | Buy |
36,959
+755
| +2% | +$16.1K | 0.03% | 301 |
|
|
2024
Q1 | $672K | Buy |
36,204
+105
| +0.3% | +$1.95K | 0.03% | 313 |
|
|
2023
Q4 | $748K | Sell |
36,099
-8,815
| -20% | -$183K | 0.03% | 371 |
|
|
2023
Q3 | $797K | Sell |
44,914
-1,071
| -2% | -$19K | 0.05% | 272 |
|
|
2023
Q2 | $898K | Buy |
45,985
+2,413
| +6% | +$47.1K | 0.05% | 251 |
|
|
2023
Q1 | $850K | Buy |
43,572
+318
| +0.7% | +$6.2K | 0.05% | 259 |
|
|
2022
Q4 | $834K | Sell |
43,254
-1,119
| -3% | -$21.6K | 0.07% | 211 |
|
|
2022
Q3 | $829K | Buy |
44,373
+3,481
| +9% | +$65.1K | 0.07% | 202 |
|
|
2022
Q2 | $862K | Sell |
40,892
-13
| -0% | -$274 | 0.07% | 213 |
|
|
2022
Q1 | $1.02M | Buy |
+40,905
| New | +$1.02M | 0.07% | 194 |
|
|
2021
Q1 | – | Sell |
-40,258
| Closed | -$767K | – | 515 |
|
|
2020
Q4 | $767K | Sell |
40,258
-4,442
| -10% | -$84.6K | 0.07% | 214 |
|
|
2020
Q3 | $791K | Sell |
44,700
-14,344
| -24% | -$254K | 0.07% | 206 |
|
|
2020
Q2 | $1.04M | Sell |
59,044
-15,692
| -21% | -$276K | 0.12% | 159 |
|
|
2020
Q1 | $1.22M | Sell |
74,736
-10,162
| -12% | -$166K | 0.16% | 123 |
|
|
2019
Q4 | $1.95M | Sell |
84,898
-8,238
| -9% | -$189K | 0.24% | 93 |
|
|
2019
Q3 | $2.2M | Sell |
93,136
-10,478
| -10% | -$247K | 0.3% | 66 |
|
|
2019
Q2 | $2.32M | Buy |
103,614
+382
| +0.4% | +$8.55K | 0.34% | 60 |
|
|
2019
Q1 | $2.29M | Buy |
+103,232
| New | +$2.29M | 0.37% | 58 |
|