IFP Advisors’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
Q2 | $765K | Buy |
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|
2025
Q1 | $663K | Buy |
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|
2024
Q4 | $592K | Buy |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $364K | Buy |
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|
2024
Q1 | $240K | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $162K | Sell |
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|
2023
Q2 | $181K | Sell |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $584K | Sell |
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|
2022
Q3 | $831K | Buy |
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|
2022
Q2 | $594K | Hold |
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|
2022
Q1 | $594K | Sell |
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|
2021
Q4 | $597K | Buy |
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|
2021
Q3 | $206K | Sell |
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|
2021
Q2 | $218K | Buy |
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|
2021
Q1 | $158K | Sell |
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|
2020
Q4 | $191K | Buy |
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|
2020
Q3 | $170K | Buy |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $168K | Buy |
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|
2019
Q4 | $195K | Sell |
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|
2019
Q3 | $211K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $448K | Sell |
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|
2018
Q3 | $1.66M | Buy |
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|
2018
Q2 | $1.54M | Sell |
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|
2018
Q1 | $1.67M | Hold |
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|
2017
Q4 | $1.67M | Buy |
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|
2017
Q3 | $1.54M | Buy |
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|
2017
Q2 | $1.31M | Buy |
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|
2017
Q1 | $1.05M | Buy |
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|
2016
Q4 | $464K | Buy |
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|
2016
Q3 | $473K | Buy |
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|
2016
Q2 | $334K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $168K | Buy |
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