FPAS
Focus Partners Advisor Solutions’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $659K | Sell |
31,150
-4,092
| -12% | -$86.6K | 0.01% | 586 |
|
|
2025
Q1 | $758K | Buy |
35,242
+3,927
| +13% | +$84.5K | 0.01% | 450 |
|
|
2024
Q4 | $660K | Buy |
31,315
+2,188
| +8% | +$46.1K | 0.01% | 413 |
|
|
2024
Q3 | $675K | Buy |
29,127
+10,577
| +57% | +$245K | 0.01% | 381 |
|
|
2024
Q2 | $370K | Sell |
18,550
-128
| -0.7% | -$2.56K | 0.01% | 443 |
|
|
2024
Q1 | $379K | Buy |
18,678
+6,621
| +55% | +$134K | 0.01% | 412 |
|
|
2023
Q4 | $250K | Sell |
12,057
-1,305
| -10% | -$27K | 0.01% | 360 |
|
|
2023
Q3 | $237K | Buy |
13,362
+1,250
| +10% | +$22.2K | 0.01% | 392 |
|
|
2023
Q2 | $237K | Sell |
12,112
-1,512
| -11% | -$29.5K | 0.01% | 334 |
|
|
2023
Q1 | $266K | Sell |
13,624
-56,446
| -81% | -$1.1M | 0.02% | 291 |
|
|
2022
Q4 | $1.35M | Sell |
70,070
-14,173
| -17% | -$273K | 0.1% | 106 |
|
|
2022
Q3 | $1.58M | Buy |
84,243
+55,594
| +194% | +$1.04M | 0.09% | 107 |
|
|
2022
Q2 | $604K | Buy |
+28,649
| New | +$604K | 0.05% | 166 |
|