Foster Group’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
$661K Buy
31,258
+4,459
+17% +$94.4K 0.02% 125
2025
Q1
$576K Buy
26,799
+118
+0.4% +$2.54K 0.02% 120
2024
Q4
$562K Sell
26,681
-311
-1% -$6.55K 0.02% 115
2024
Q3
$625K Sell
26,992
-863
-3% -$20K 0.02% 117
2024
Q2
$556K Buy
27,855
+1,246
+5% +$24.9K 0.02% 117
2024
Q1
$540K Buy
26,609
+2,907
+12% +$59K 0.03% 116
2023
Q4
$421K Hold
23,702
0.03% 116
2023
Q3
$421K Buy
23,702
+370
+2% +$6.57K 0.03% 116
2023
Q2
$456K Buy
23,332
+2,794
+14% +$54.6K 0.03% 112
2023
Q1
$400K Buy
20,538
+3,288
+19% +$64.1K 0.03% 115
2022
Q4
$333K Sell
17,250
-130
-0.7% -$2.51K 0.02% 117
2022
Q3
$325K Buy
17,380
+391
+2% +$7.31K 0.03% 110
2022
Q2
$358K Buy
16,989
+2,925
+21% +$61.6K 0.03% 108
2022
Q1
$350K Buy
14,064
+1,744
+14% +$43.4K 0.03% 105
2021
Q4
$325K Sell
12,320
-154
-1% -$4.06K 0.03% 110
2021
Q3
$285K Sell
12,474
-78
-0.6% -$1.78K 0.03% 113
2021
Q2
$287K Buy
12,552
+50
+0.4% +$1.14K 0.03% 112
2021
Q1
$257K Buy
+12,502
New +$257K 0.04% 112