HBK Sorce Advisory’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $423K | Buy |
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|
2025
Q2 | $408K | Sell |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $978K | Sell |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1.14M | Sell |
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|
2023
Q3 | $1.02M | Sell |
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|
2023
Q2 | $1.18M | Sell |
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|
2023
Q1 | $2.06M | Sell |
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|
2022
Q4 | $4.53M | Buy |
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|
2022
Q3 | $3.28M | Sell |
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|
2022
Q2 | $3.75M | Sell |
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|
2022
Q1 | $4.64M | Sell |
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|
2021
Q4 | $5.09M | Sell |
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|
2021
Q3 | $4.76M | Sell |
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|
2021
Q2 | $5.14M | Sell |
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|
2021
Q1 | $6.23M | Sell |
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|
2020
Q4 | $6.2M | Buy |
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|
2020
Q3 | $5.25M | Sell |
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|
2020
Q2 | $6.54M | Sell |
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|
2020
Q1 | $6.41M | Sell |
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|
2019
Q4 | $9.12M | Sell |
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|
2019
Q3 | $9.46M | Buy |
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|
2019
Q2 | $8.64M | Sell |
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|
2019
Q1 | $8.66M | Sell |
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|
2018
Q4 | $8.07M | Buy |
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|
2018
Q3 | $3.93M | Buy |
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|
2018
Q2 | $3.71M | Buy |
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|
2018
Q1 | $3.05M | Buy |
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|
2017
Q4 | $3.17M | Buy |
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