Harbour Investments’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 | $55.9K | Buy |
2,642
+562
| +27% | +$11.9K | ﹤0.01% | 1756 |
|
2025
Q1 | $44.7K | Buy |
2,080
+973
| +88% | +$20.9K | ﹤0.01% | 1823 |
|
2024
Q4 | $23.3K | Sell |
1,107
-1,534
| -58% | -$32.3K | ﹤0.01% | 2055 |
|
2024
Q3 | $61.2K | Buy |
2,641
+616
| +30% | +$14.3K | ﹤0.01% | 1560 |
|
2024
Q2 | $40.4K | Buy |
2,025
+144
| +8% | +$2.88K | ﹤0.01% | 1659 |
|
2024
Q1 | $38.2K | Sell |
1,881
-1,391
| -43% | -$28.2K | ﹤0.01% | 1653 |
|
2023
Q4 | $67.8K | Sell |
3,272
-5,687
| -63% | -$118K | ﹤0.01% | 1303 |
|
2023
Q3 | $159K | Sell |
8,959
-50
| -0.6% | -$888 | 0.01% | 869 |
|
2023
Q2 | $176K | Buy |
9,009
+552
| +7% | +$10.8K | 0.01% | 840 |
|
2023
Q1 | $165K | Buy |
8,457
+502
| +6% | +$9.79K | 0.01% | 838 |
|
2022
Q4 | $153K | Buy |
7,955
+246
| +3% | +$4.75K | 0.01% | 836 |
|
2022
Q3 | $163K | Hold |
7,709
| – | – | 0.01% | 777 |
|
2022
Q2 | $163K | Buy |
+7,709
| New | +$163K | 0.01% | 777 |
|
2021
Q4 | $251K | Sell |
9,528
-9,426
| -50% | -$248K | 0.01% | 636 |
|
2021
Q3 | $433K | Sell |
18,954
-131,158
| -87% | -$3M | 0.01% | 697 |
|
2021
Q2 | $3.44M | Buy |
150,112
+132,382
| +747% | +$3.03M | 0.11% | 171 |
|
2021
Q1 | $364K | Buy |
+17,730
| New | +$364K | 0.01% | 729 |
|