Garde Capital’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $226K | Buy |
10,527
+257
| +3% | +$5.63K | 0.01% | 187 |
|
|
2025
Q4 | $215K | Sell |
10,270
-1,707
| -14% | -$36.2K | 0.01% | 207 |
|
|
2025
Q3 | $258K | Sell |
11,977
-419
| -3% | -$8.94K | 0.01% | 213 |
|
|
2025
Q2 | $262K | Sell |
12,396
-3,115
| -20% | -$65.3K | 0.01% | 204 |
|
|
2025
Q1 | $334K | Sell |
15,511
-5,583
| -26% | -$119K | 0.02% | 178 |
|
|
2024
Q4 | $444K | Sell |
21,094
-1,723
| -8% | -$38.5K | 0.03% | 153 |
|
|
2024
Q3 | $529K | Sell |
22,817
-701
| -3% | -$15.3K | 0.03% | 135 |
|
|
2024
Q2 | $470K | Sell |
23,518
-14,204
| -38% | -$277K | 0.03% | 137 |
|
|
2024
Q1 | $765K | Sell |
37,722
-1,020
| -3% | -$20.4K | 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% | -$4.66K | 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% | -$5.77K | 0.09% | 92 |
|
|
2021
Q2 | $898K | Sell |
39,226
-726
| -2% | -$16.1K | 0.09% | 88 |
|
|
2021
Q1 | $821K | Sell |
39,952
-242
| -0.6% | -$4.73K | 0.09% | 90 |
|
|
2020
Q4 | $763K | Buy |
40,194
+20,660
| +106% | +$382K | 0.09% | 90 |
|
|
2020
Q3 | $345K | Sell |
19,534
-199,800
| -91% | -$3.6M | 0.05% | 123 |
|
|
2020
Q2 | $3.86M | Buy |
219,334
+31,610
| +17% | +$549K | 0.56% | 31 |
|
|
2020
Q1 | $3.07M | Buy |
187,724
+63,448
| +51% | +$1.35M | 0.54% | 31 |
|
|
2019
Q4 | $2.86M | Buy |
124,276
+4,408
| +4% | +$103K | 0.41% | 36 |
|
|
2019
Q3 | $2.83M | Sell |
119,868
-3,122
| -3% | -$71.6K | 0.44% | 36 |
|
|
2019
Q2 | $2.73M | Sell |
122,990
-6,574
| -5% | -$147K | 0.45% | 34 |
|
|
2019
Q1 | $2.88M | Sell |
129,564
-21,400
| -14% | -$454K | 0.5% | 32 |
|
|
2018
Q4 | $2.91M | Buy |
150,964
+55,316
| +58% | +$1.13M | 0.51% | 32 |
|
|
2018
Q3 | $1.98M | Buy |
95,648
+4,064
| +4% | +$85.9K | 0.33% | 40 |
|
|
2018
Q2 | $1.91M | Buy |
91,584
+26,334
| +40% | +$521K | 0.33% | 40 |
|
|
2018
Q1 | $1.25M | Buy |
65,250
+31,830
| +95% | +$614K | 0.23% | 54 |
|
|
2017
Q4 | $695K | Sell |
33,420
-42
| -0.1% | -$873 | 0.13% | 87 |
|
|
2017
Q3 | $688K | Buy |
33,462
+438
| +1% | +$9.02K | 0.14% | 88 |
|
|
2017
Q2 | $680K | Sell |
33,024
-64
| -0.2% | -$1.31K | 0.17% | 54 |
|
|
2017
Q1 | $675K | Buy |
33,088
+2,364
| +8% | +$48.4K | 0.18% | 53 |
|
|
2016
Q4 | $630K | Buy |
+30,724
| New | +$617K | 0.18% | 56 |
|
Other funds holding SCHH
DI
BEI