HighTower 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 | $3.72M | Buy |
175,795
+7,733
| +5% | +$164K | ﹤0.01% | 1225 |
|
|
2025
Q1 | $3.62M | Sell |
168,062
-10,656
| -6% | -$229K | ﹤0.01% | 1199 |
|
|
2024
Q4 | $3.76M | Sell |
178,718
-405,626
| -69% | -$8.54M | 0.01% | 1175 |
|
|
2024
Q3 | $13.5M | Buy |
584,344
+403,932
| +224% | +$9.36M | 0.02% | 636 |
|
|
2024
Q2 | $3.6M | Buy |
180,412
+18,996
| +12% | +$379K | 0.01% | 1142 |
|
|
2024
Q1 | $3.28M | Buy |
161,416
+7,706
| +5% | +$156K | 0.01% | 1161 |
|
|
2023
Q4 | $3.17M | Buy |
153,710
+4,088
| +3% | +$84.4K | 0.01% | 1189 |
|
|
2023
Q3 | $2.65M | Buy |
149,622
+9,881
| +7% | +$175K | 0.01% | 1224 |
|
|
2023
Q2 | $2.72M | Sell |
139,741
-189
| -0.1% | -$3.68K | 0.01% | 1182 |
|
|
2023
Q1 | $2.73M | Buy |
139,930
+3,192
| +2% | +$62.2K | 0.01% | 1114 |
|
|
2022
Q4 | $2.64M | Sell |
136,738
-2,916
| -2% | -$56.3K | 0.01% | 1131 |
|
|
2022
Q3 | $2.61M | Buy |
139,654
+6,841
| +5% | +$128K | 0.01% | 1082 |
|
|
2022
Q2 | $2.81M | Buy |
132,813
+11,560
| +10% | +$244K | 0.01% | 1072 |
|
|
2022
Q1 | $3.02M | Sell |
121,253
-65,579
| -35% | -$1.63M | 0.01% | 1141 |
|
|
2021
Q4 | $4.93M | Buy |
186,832
+76,286
| +69% | +$2.01M | 0.01% | 908 |
|
|
2021
Q3 | $2.52M | Buy |
110,546
+498
| +0.5% | +$11.4K | 0.01% | 1134 |
|
|
2021
Q2 | $2.51M | Buy |
110,048
+10,800
| +11% | +$247K | 0.01% | 1109 |
|
|
2021
Q1 | $2.04M | Buy |
99,248
+4,242
| +4% | +$87K | 0.01% | 1120 |
|
|
2020
Q4 | $1.8M | Buy |
95,006
+2,472
| +3% | +$46.8K | 0.01% | 957 |
|
|
2020
Q3 | $1.63M | Sell |
92,534
-10,984
| -11% | -$194K | 0.01% | 968 |
|
|
2020
Q2 | $1.82M | Sell |
103,518
-110,842
| -52% | -$1.95M | 0.01% | 839 |
|
|
2020
Q1 | $3.48M | Buy |
214,360
+7,570
| +4% | +$123K | 0.02% | 556 |
|
|
2019
Q4 | $4.72M | Buy |
206,790
+24,206
| +13% | +$553K | 0.03% | 561 |
|
|
2019
Q3 | $4.28M | Buy |
182,584
+57,284
| +46% | +$1.34M | 0.02% | 614 |
|
|
2019
Q2 | $2.75M | Buy |
125,300
+11,536
| +10% | +$253K | 0.02% | 783 |
|
|
2019
Q1 | $2.52M | Sell |
113,764
-3,216
| -3% | -$71.2K | 0.02% | 762 |
|
|
2018
Q4 | $2.25M | Buy |
116,980
+24,632
| +27% | +$474K | 0.02% | 720 |
|
|
2018
Q3 | $1.93M | Buy |
92,348
+73,812
| +398% | +$1.54M | 0.01% | 852 |
|
|
2018
Q2 | $385K | Buy |
18,536
+2,296
| +14% | +$47.7K | ﹤0.01% | 1567 |
|
|
2018
Q1 | $311K | Buy |
16,240
+4,942
| +44% | +$94.6K | ﹤0.01% | 1645 |
|
|
2017
Q4 | $234K | Buy |
+11,298
| New | +$234K | ﹤0.01% | 1821 |
|
|
2013
Q3 | – | Sell |
-237,552
| Closed | -$3.81M | – | 1376 |
|
|
2013
Q2 | $3.81M | Buy |
+237,552
| New | +$3.81M | 0.1% | 230 |
|