Howe & Rusling’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 | $68.7K | Buy |
3,245
+1,651
| +104% | +$34.9K | 0.01% | 336 |
|
|
2025
Q1 | $34.3K | Buy |
1,594
+1,057
| +197% | +$22.7K | ﹤0.01% | 334 |
|
|
2024
Q4 | $11.3K | Sell |
537
-1,264
| -70% | -$26.6K | ﹤0.01% | 370 |
|
|
2024
Q3 | $41.7K | Buy |
1,801
+212
| +13% | +$4.91K | ﹤0.01% | 308 |
|
|
2024
Q2 | $31.7K | Buy |
1,589
+876
| +123% | +$17.5K | ﹤0.01% | 302 |
|
|
2024
Q1 | $14.5K | Buy |
713
+662
| +1,298% | +$13.4K | ﹤0.01% | 330 |
|
|
2023
Q4 | $1.06K | Sell |
51
-781
| -94% | -$16.2K | ﹤0.01% | 369 |
|
|
2023
Q3 | $14.8K | Buy |
+832
| New | +$14.8K | ﹤0.01% | 290 |
|
|
2023
Q1 | – | Sell |
-285
| Closed | -$5.5K | – | 332 |
|
|
2022
Q4 | $5.5K | Sell |
285
-833
| -75% | -$16.1K | ﹤0.01% | 294 |
|
|
2022
Q3 | $21K | Hold |
1,118
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $24K | Buy |
1,118
+64
| +6% | +$1.37K | ﹤0.01% | 402 |
|
|
2022
Q1 | $26K | Sell |
1,054
-124
| -11% | -$3.06K | ﹤0.01% | 387 |
|
|
2021
Q4 | $31K | Sell |
1,178
-192
| -14% | -$5.05K | ﹤0.01% | 378 |
|
|
2021
Q3 | $31K | Buy |
1,370
+316
| +30% | +$7.15K | ﹤0.01% | 357 |
|
|
2021
Q2 | $24K | Hold |
1,054
| – | – | ﹤0.01% | 370 |
|
|
2021
Q1 | $22K | Hold |
1,054
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $20K | Sell |
1,054
-118
| -10% | -$2.24K | ﹤0.01% | 387 |
|
|
2020
Q3 | $21K | Buy |
1,172
+118
| +11% | +$2.11K | ﹤0.01% | 349 |
|
|
2020
Q2 | $19K | Hold |
1,054
| – | – | ﹤0.01% | 356 |
|
|
2020
Q1 | $17K | Buy |
1,054
+1,032
| +4,691% | +$16.6K | ﹤0.01% | 362 |
|
|
2019
Q4 | $1K | Sell |
22
-260
| -92% | -$11.8K | ﹤0.01% | 781 |
|
|
2019
Q3 | $7K | Buy |
+282
| New | +$7K | ﹤0.01% | 510 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$11K | – | 1078 |
|
|
2016
Q3 | $11K | Buy |
+500
| New | +$11K | ﹤0.01% | 490 |
|
|
2015
Q2 | – | Sell |
-412
| Closed | -$8K | – | 1110 |
|
|
2015
Q1 | $8K | Hold |
412
| – | – | ﹤0.01% | 533 |
|
|
2014
Q4 | $8K | Hold |
412
| – | – | ﹤0.01% | 545 |
|
|
2014
Q3 | $7K | Hold |
412
| – | – | ﹤0.01% | 551 |
|
|
2014
Q2 | $7K | Buy |
+412
| New | +$7K | ﹤0.01% | 566 |
|
|
2014
Q1 | – | Sell |
-412
| Closed | -$6K | – | 913 |
|
|
2013
Q4 | $6K | Hold |
412
| – | – | ﹤0.01% | 580 |
|
|
2013
Q3 | $6K | Hold |
412
| – | – | ﹤0.01% | 671 |
|
|
2013
Q2 | $7K | Buy |
+412
| New | +$7K | ﹤0.01% | 666 |
|