Garde Capital’s Schwab US REIT ETF SCHH Stock Holding History

Garde Capital’s Portfolio SCHH Stock Details SCHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$262K	Sell	12,396 -3,115	-20%	-$65.9K	0.01%	183
2025 Q1	$334K	Sell	15,511 -5,583	-26%	-$120K	0.02%	161
2024 Q4	$444K	Sell	21,094 -1,723	-8%	-$36.3K	0.03%	153
2024 Q3	$529K	Sell	22,817 -701	-3%	-$16.3K	0.03%	135
2024 Q2	$470K	Sell	23,518 -14,204	-38%	-$284K	0.03%	137
2024 Q1	$765K	Sell	37,722 -1,020	-3%	-$20.7K	0.05%	115
2023 Q4	$802K	Hold	38,742	–	–	0.06%	106
2023 Q3	$688K	Hold	38,742	–	–	0.06%	111
2023 Q2	$757K	Hold	38,742	–	–	0.06%	110
2023 Q1	$755K	Hold	38,742	–	–	0.08%	97
2022 Q4	$747K	Sell	38,742 -242	-0.6%	-$4.67K	0.09%	94
2022 Q3	$729K	Hold	38,984	–	–	0.09%	85
2022 Q2	$822K	Hold	38,984	–	–	0.1%	85
2022 Q1	$970K	Hold	38,984	–	–	0.1%	91
2021 Q4	$1.03M	Hold	38,984	–	–	0.1%	84
2021 Q3	$890K	Sell	38,984 -242	-0.6%	-$5.53K	0.09%	92
2021 Q2	$898K	Sell	39,226 -726	-2%	-$16.6K	0.09%	88
2021 Q1	$821K	Sell	39,952 -242	-0.6%	-$4.97K	0.09%	90
2020 Q4	$763K	Buy	40,194 +20,660	+106%	+$392K	0.09%	90
2020 Q3	$345K	Sell	19,534 -199,800	-91%	-$3.53M	0.05%	123
2020 Q2	$3.86M	Buy	219,334 +31,610	+17%	+$557K	0.56%	31
2020 Q1	$3.07M	Buy	187,724 +63,448	+51%	+$1.04M	0.54%	31
2019 Q4	$2.86M	Buy	124,276 +4,408	+4%	+$101K	0.41%	36
2019 Q3	$2.83M	Sell	119,868 -3,122	-3%	-$73.6K	0.44%	36
2019 Q2	$2.73M	Sell	122,990 -6,574	-5%	-$146K	0.45%	34
2019 Q1	$2.88M	Sell	129,564 -21,400	-14%	-$475K	0.5%	32
2018 Q4	$2.91M	Buy	150,964 +55,316	+58%	+$1.07M	0.51%	32
2018 Q3	$1.98M	Buy	95,648 +4,064	+4%	+$84.3K	0.33%	40
2018 Q2	$1.91M	Buy	91,584 +26,334	+40%	+$550K	0.33%	40
2018 Q1	$1.25M	Buy	65,250 +31,830	+95%	+$609K	0.23%	54
2017 Q4	$695K	Sell	33,420 -42	-0.1%	-$873	0.13%	87
2017 Q3	$688K	Buy	33,462 +438	+1%	+$9.01K	0.14%	88
2017 Q2	$680K	Sell	33,024 -64	-0.2%	-$1.32K	0.17%	54
2017 Q1	$675K	Buy	33,088 +2,364	+8%	+$48.2K	0.18%	53
2016 Q4	$630K	Buy	+30,724	New	+$630K	0.18%	56