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 |
|