GCA
Gradient Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
43,047
-261
| -0.6% | -$5.52K | 0.27% | 65 |
|
|
2025
Q1 | $932K | Buy |
43,308
+198
| +0.5% | +$4.26K | 0.3% | 62 |
|
|
2024
Q4 | $908K | Sell |
43,110
-527
| -1% | -$11.1K | 0.29% | 63 |
|
|
2024
Q3 | $1.01M | Sell |
43,637
-1,431
| -3% | -$33.2K | 0.33% | 61 |
|
|
2024
Q2 | $900K | Buy |
45,068
+441
| +1% | +$8.81K | 0.32% | 63 |
|
|
2024
Q1 | $906K | Sell |
44,627
-1,844
| -4% | -$37.4K | 0.33% | 66 |
|
|
2023
Q4 | $962K | Sell |
46,471
-1,898
| -4% | -$39.3K | 0.37% | 62 |
|
|
2023
Q3 | $859K | Sell |
48,369
-4,604
| -9% | -$81.7K | 0.36% | 63 |
|
|
2023
Q2 | $1.03M | Sell |
52,973
-3,889
| -7% | -$76K | 0.41% | 50 |
|
|
2023
Q1 | $1.11M | Sell |
56,862
-3,348
| -6% | -$65.3K | 0.47% | 48 |
|
|
2022
Q4 | $1.16M | Sell |
60,210
-3,561
| -6% | -$68.7K | 0.53% | 45 |
|
|
2022
Q3 | $1.19M | Sell |
63,771
-27,711
| -30% | -$518K | 0.57% | 41 |
|
|
2022
Q2 | $1.93M | Sell |
91,482
-38,442
| -30% | -$811K | 0.93% | 28 |
|
|
2022
Q1 | $3.23M | Buy |
129,924
+54,850
| +73% | +$1.37M | 1.37% | 18 |
|
|
2021
Q4 | $3.96M | Buy |
75,074
+326
| +0.4% | +$17.2K | 1.65% | 13 |
|
|
2021
Q3 | $3.41M | Sell |
74,748
-77
| -0.1% | -$3.52K | 1.57% | 16 |
|
|
2021
Q2 | $3.43M | Buy |
74,825
+5,917
| +9% | +$271K | 1.61% | 15 |
|
|
2021
Q1 | $2.83M | Buy |
68,908
+7,148
| +12% | +$294K | 1.5% | 18 |
|
|
2020
Q4 | $2.35M | Buy |
61,760
+2,699
| +5% | +$102K | 1.34% | 22 |
|
|
2020
Q3 | $2.09M | Buy |
59,061
+3,080
| +6% | +$109K | 1.3% | 23 |
|
|
2020
Q2 | $1.97M | Buy |
55,981
+3,379
| +6% | +$119K | 1.33% | 21 |
|
|
2020
Q1 | $1.72M | Sell |
52,602
-5,426
| -9% | -$178K | 1.39% | 19 |
|
|
2019
Q4 | $2.67M | Buy |
58,028
+872
| +2% | +$40.1K | 1.86% | 14 |
|
|
2019
Q3 | $2.7M | Sell |
57,156
-257
| -0.4% | -$12.1K | 2.01% | 13 |
|
|
2019
Q2 | $2.55M | Buy |
57,413
+3,281
| +6% | +$146K | 1.96% | 13 |
|
|
2019
Q1 | $2.41M | Buy |
54,132
+2,790
| +5% | +$124K | 1.92% | 13 |
|
|
2018
Q4 | $1.98M | Buy |
51,342
+4,672
| +10% | +$180K | 1.71% | 17 |
|
|
2018
Q3 | $1.95M | Buy |
46,670
+3,620
| +8% | +$151K | 1.64% | 15 |
|
|
2018
Q2 | $1.8M | Buy |
43,050
+1,009
| +2% | +$42.2K | 1.67% | 16 |
|
|
2018
Q1 | $1.61M | Buy |
42,041
+7,463
| +22% | +$285K | 1.61% | 16 |
|
|
2017
Q4 | $1.44M | Buy |
+34,578
| New | +$1.44M | 1.47% | 17 |
|