HHM Wealth Advisors’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 | $1.81M | Sell |
85,772
-3,315
| -4% | -$70.1K | 0.22% | 44 |
|
|
2025
Q1 | $1.92M | Sell |
89,087
-1,681
| -2% | -$36.2K | 0.26% | 41 |
|
|
2024
Q4 | $1.91M | Buy |
90,768
+3,091
| +4% | +$65.1K | 0.26% | 39 |
|
|
2024
Q3 | $2.03M | Buy |
87,677
+1,143
| +1% | +$26.5K | 0.29% | 33 |
|
|
2024
Q2 | $1.73M | Sell |
86,534
-4,640
| -5% | -$92.7K | 0.26% | 37 |
|
|
2024
Q1 | $1.85M | Sell |
91,174
-1,471
| -2% | -$29.9K | 0.3% | 30 |
|
|
2023
Q4 | $1.92M | Buy |
92,645
+2,944
| +3% | +$61K | 0.33% | 27 |
|
|
2023
Q3 | $1.59M | Sell |
89,701
-1,969
| -2% | -$35K | 0.31% | 28 |
|
|
2023
Q2 | $1.79M | Sell |
91,670
-937
| -1% | -$18.3K | 0.34% | 27 |
|
|
2023
Q1 | $1.81M | Buy |
92,607
+8
| +0% | +$156 | 0.37% | 26 |
|
|
2022
Q4 | $1.79M | Buy |
92,599
+46,846
| +102% | +$904K | 0.41% | 24 |
|
|
2022
Q3 | $855K | Buy |
45,753
+86
| +0.2% | +$1.61K | 0.22% | 35 |
|
|
2022
Q2 | $963K | Buy |
45,667
+210
| +0.5% | +$4.43K | 0.25% | 34 |
|
|
2022
Q1 | $1.13M | Buy |
45,457
+2,859
| +7% | +$71.1K | 0.26% | 35 |
|
|
2021
Q4 | $1.12M | Buy |
42,598
+470
| +1% | +$12.4K | 0.27% | 34 |
|
|
2021
Q3 | $962K | Hold |
42,128
| – | – | 0.26% | 34 |
|
|
2021
Q2 | $965K | Sell |
42,128
-670
| -2% | -$15.3K | 0.26% | 35 |
|
|
2021
Q1 | $879K | Buy |
42,798
+1,700
| +4% | +$34.9K | 0.27% | 30 |
|
|
2020
Q4 | $780K | Sell |
41,098
-2,000
| -5% | -$38K | 0.27% | 32 |
|
|
2020
Q3 | $762K | Buy |
43,098
+580
| +1% | +$10.3K | 0.3% | 31 |
|
|
2020
Q2 | $749K | Sell |
42,518
-1,860
| -4% | -$32.8K | 0.31% | 29 |
|
|
2020
Q1 | $726K | Sell |
44,378
-1,690
| -4% | -$27.6K | 0.35% | 29 |
|
|
2019
Q4 | $1.06M | Buy |
46,068
+3,250
| +8% | +$74.6K | 0.51% | 23 |
|
|
2019
Q3 | $1.01M | Sell |
42,818
-5,220
| -11% | -$123K | 0.57% | 20 |
|
|
2019
Q2 | $1.07M | Sell |
48,038
-250
| -0.5% | -$5.55K | 0.63% | 19 |
|
|
2019
Q1 | $1.07M | Sell |
48,288
-6,194
| -11% | -$138K | 0.69% | 18 |
|
|
2018
Q4 | $1.05M | Buy |
+54,482
| New | +$1.05M | 0.77% | 18 |
|