Global Retirement Partners’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 | $73.1K | Buy |
+3,454
| New | +$73.1K | ﹤0.01% | 1580 |
|
|
2024
Q4 | $125K | Sell |
5,947
-3,579
| -38% | -$75.4K | ﹤0.01% | 1164 |
|
|
2024
Q3 | $221K | Sell |
9,526
-1,879
| -16% | -$43.5K | 0.01% | 879 |
|
|
2024
Q2 | $228K | Buy |
11,405
+123
| +1% | +$2.46K | 0.01% | 838 |
|
|
2024
Q1 | $229K | Sell |
11,282
-717
| -6% | -$14.6K | 0.01% | 745 |
|
|
2023
Q4 | $245K | Buy |
11,999
+1,464
| +14% | +$29.8K | 0.01% | 680 |
|
|
2023
Q3 | $182K | Buy |
10,535
+1,499
| +17% | +$25.9K | 0.01% | 700 |
|
|
2023
Q2 | $176K | Sell |
9,036
-3,950
| -30% | -$77.1K | 0.01% | 735 |
|
|
2023
Q1 | $247K | Buy |
12,986
+961
| +8% | +$18.3K | 0.01% | 596 |
|
|
2022
Q4 | $232K | Buy |
12,025
+1,141
| +10% | +$22K | 0.02% | 562 |
|
|
2022
Q3 | $210K | Buy |
10,884
+17
| +0.2% | +$328 | 0.02% | 552 |
|
|
2022
Q2 | $229K | Buy |
10,867
+1,873
| +21% | +$39.5K | 0.02% | 520 |
|
|
2022
Q1 | $201K | Sell |
8,994
-1,420
| -14% | -$31.7K | 0.02% | 551 |
|
|
2021
Q4 | $274K | Buy |
10,414
+70
| +0.7% | +$1.84K | 0.21% | 42 |
|
|
2021
Q3 | $236K | Buy |
10,344
+768
| +8% | +$17.5K | 0.02% | 437 |
|
|
2021
Q2 | $219K | Buy |
9,576
+6,048
| +171% | +$138K | 0.02% | 434 |
|
|
2021
Q1 | $72K | Buy |
3,528
+2,706
| +329% | +$55.2K | 0.01% | 656 |
|
|
2020
Q4 | $16K | Sell |
822
-1,988
| -71% | -$38.7K | ﹤0.01% | 1116 |
|
|
2020
Q3 | $50K | Buy |
2,810
+296
| +12% | +$5.27K | 0.01% | 643 |
|
|
2020
Q2 | $44K | Sell |
2,514
-2,710
| -52% | -$47.4K | 0.01% | 675 |
|
|
2020
Q1 | $86K | Buy |
+5,224
| New | +$86K | 0.02% | 459 |
|
|
2019
Q1 | – | Sell |
-2,206
| Closed | -$42K | – | 1559 |
|
|
2018
Q4 | $42K | Buy |
2,206
+1,870
| +557% | +$35.6K | 0.01% | 540 |
|
|
2018
Q3 | $7K | Buy |
+336
| New | +$7K | ﹤0.01% | 1146 |
|
|
2018
Q2 | – | Sell |
-530
| Closed | -$10K | – | 1567 |
|
|
2018
Q1 | $10K | Sell |
530
-48
| -8% | -$906 | ﹤0.01% | 976 |
|
|
2017
Q4 | $12K | Buy |
578
+48
| +9% | +$997 | ﹤0.01% | 855 |
|
|
2017
Q3 | $11K | Buy |
530
+240
| +83% | +$4.98K | ﹤0.01% | 809 |
|
|
2017
Q2 | $6K | Buy |
+290
| New | +$6K | ﹤0.01% | 914 |
|