Greenleaf Trust’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 | – | Sell |
-57,386
| Closed | -$1.23M | – | 838 |
|
|
2025
Q1 | $1.23M | Hold |
57,386
| – | – | 0.01% | 276 |
|
|
2024
Q4 | $1.21M | Hold |
57,386
| – | – | 0.01% | 283 |
|
|
2024
Q3 | $1.33M | Sell |
57,386
-670
| -1% | -$15.5K | 0.01% | 277 |
|
|
2024
Q2 | $1.16M | Hold |
58,056
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $1.18M | Hold |
58,056
| – | – | 0.01% | 272 |
|
|
2023
Q4 | $1.2M | Hold |
58,056
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $1.03M | Hold |
58,056
| – | – | 0.01% | 269 |
|
|
2023
Q2 | $1.13M | Hold |
58,056
| – | – | 0.01% | 246 |
|
|
2023
Q1 | $1.13M | Hold |
58,056
| – | – | 0.01% | 255 |
|
|
2022
Q4 | $1.12M | Buy |
58,056
+3,745
| +7% | +$72.2K | 0.01% | 245 |
|
|
2022
Q3 | $1.02M | Hold |
54,311
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $1.15M | Buy |
54,311
+13,480
| +33% | +$284K | 0.02% | 215 |
|
|
2022
Q1 | $1.02M | Buy |
40,831
+11,695
| +40% | +$291K | 0.01% | 248 |
|
|
2021
Q4 | $768K | Hold |
29,136
| – | – | 0.01% | 306 |
|
|
2021
Q3 | $665K | Sell |
29,136
-2,636
| -8% | -$60.2K | 0.01% | 321 |
|
|
2021
Q2 | $727K | Sell |
31,772
-1,840
| -5% | -$42.1K | 0.01% | 304 |
|
|
2021
Q1 | $691K | Buy |
33,612
+1,480
| +5% | +$30.4K | 0.01% | 296 |
|
|
2020
Q4 | $610K | Buy |
32,132
+1,428
| +5% | +$27.1K | 0.01% | 283 |
|
|
2020
Q3 | $543K | Buy |
30,704
+2,178
| +8% | +$38.5K | 0.01% | 268 |
|
|
2020
Q2 | $502K | Buy |
28,526
+4,246
| +17% | +$74.7K | 0.01% | 269 |
|
|
2020
Q1 | $397K | Sell |
24,280
-162
| -0.7% | -$2.65K | 0.01% | 284 |
|
|
2019
Q4 | $562K | Buy |
24,442
+1,690
| +7% | +$38.9K | 0.01% | 273 |
|
|
2019
Q3 | $537K | Sell |
22,752
-1,182
| -5% | -$27.9K | 0.01% | 270 |
|
|
2019
Q2 | $532K | Hold |
23,934
| – | – | 0.01% | 272 |
|
|
2019
Q1 | $532K | Buy |
+23,934
| New | +$532K | 0.01% | 258 |
|