Galvin Gaustad & Stein’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
Q1 | – | Sell |
-9,981
| Closed | -$210K | – | 185 |
|
|
2024
Q4 | $210K | Sell |
9,981
-12,382
| -55% | -$261K | 0.02% | 180 |
|
|
2024
Q3 | $518K | Sell |
22,363
-3,044
| -12% | -$70.5K | 0.05% | 129 |
|
|
2024
Q2 | $507K | Sell |
25,407
-1,948
| -7% | -$38.9K | 0.05% | 125 |
|
|
2024
Q1 | $555K | Buy |
27,355
+95
| +0.3% | +$1.93K | 0.05% | 120 |
|
|
2023
Q4 | $565K | Buy |
27,260
+7,695
| +39% | +$159K | 0.05% | 111 |
|
|
2023
Q3 | $347K | Buy |
19,565
+1,955
| +11% | +$34.7K | 0.04% | 142 |
|
|
2023
Q2 | $344K | Sell |
17,610
-550
| -3% | -$10.7K | 0.03% | 135 |
|
|
2023
Q1 | $354K | Buy |
18,160
+4,177
| +30% | +$81.5K | 0.03% | 133 |
|
|
2022
Q4 | $270K | Buy |
13,983
+1,995
| +17% | +$38.5K | 0.03% | 140 |
|
|
2022
Q3 | $224K | Buy |
11,988
+1,595
| +15% | +$29.8K | 0.02% | 150 |
|
|
2022
Q2 | $219K | Buy |
10,393
+1,410
| +16% | +$29.7K | 0.02% | 158 |
|
|
2022
Q1 | $224K | Buy |
8,983
+1
| +0% | +$25 | 0.02% | 162 |
|
|
2021
Q4 | $237K | Sell |
8,982
-100
| -1% | -$2.64K | 0.02% | 163 |
|
|
2021
Q3 | $207K | Hold |
9,082
| – | – | 0.02% | 174 |
|
|
2021
Q2 | $208K | Sell |
9,082
-700
| -7% | -$16K | 0.02% | 189 |
|
|
2021
Q1 | $201K | Buy |
+9,782
| New | +$201K | 0.02% | 185 |
|