Greenwood Capital Associates’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 | $361K | Sell |
17,084
-342
| -2% | -$7.24K | 0.05% | 213 |
|
|
2025
Q1 | $375K | Buy |
17,426
+6,391
| +58% | +$137K | 0.05% | 202 |
|
|
2024
Q4 | $232K | Sell |
11,035
-2,875
| -21% | -$60.5K | 0.03% | 233 |
|
|
2024
Q3 | $322K | Buy |
13,910
+351
| +3% | +$8.13K | 0.04% | 209 |
|
|
2024
Q2 | $271K | Buy |
13,559
+322
| +2% | +$6.43K | 0.04% | 214 |
|
|
2024
Q1 | $269K | Sell |
13,237
-1
| -0% | -$20 | 0.04% | 229 |
|
|
2023
Q4 | $274K | Buy |
+13,238
| New | +$274K | 0.04% | 227 |
|