IFP 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 | $765K | Buy |
36,154
+5,313
| +17% | +$112K | 0.02% | 669 |
|
|
2025
Q1 | $663K | Buy |
30,841
+2,745
| +10% | +$59K | 0.02% | 682 |
|
|
2024
Q4 | $592K | Buy |
28,096
+5,090
| +22% | +$107K | 0.02% | 681 |
|
|
2024
Q3 | $533K | Buy |
23,006
+4,804
| +26% | +$111K | 0.02% | 681 |
|
|
2024
Q2 | $364K | Buy |
18,202
+6,399
| +54% | +$128K | 0.01% | 765 |
|
|
2024
Q1 | $240K | Buy |
11,803
+2,234
| +23% | +$45.4K | 0.01% | 912 |
|
|
2023
Q4 | $198K | Buy |
9,569
+447
| +5% | +$9.26K | 0.01% | 950 |
|
|
2023
Q3 | $162K | Sell |
9,122
-136
| -1% | -$2.41K | 0.01% | 1052 |
|
|
2023
Q2 | $181K | Sell |
9,258
-104
| -1% | -$2.03K | 0.01% | 1065 |
|
|
2023
Q1 | $380K | Sell |
9,362
-4,956
| -35% | -$201K | 0.02% | 696 |
|
|
2022
Q4 | $584K | Sell |
14,318
-6,056
| -30% | -$247K | 0.02% | 824 |
|
|
2022
Q3 | $831K | Buy |
20,374
+5,805
| +40% | +$237K | 0.02% | 708 |
|
|
2022
Q2 | $594K | Hold |
14,569
| – | – | 0.02% | 770 |
|
|
2022
Q1 | $594K | Sell |
14,569
-7,987
| -35% | -$326K | 0.02% | 770 |
|
|
2021
Q4 | $597K | Buy |
22,556
+13,554
| +151% | +$359K | 0.01% | 523 |
|
|
2021
Q3 | $206K | Sell |
9,002
-606
| -6% | -$13.9K | ﹤0.01% | 902 |
|
|
2021
Q2 | $218K | Buy |
9,608
+1,894
| +25% | +$43K | ﹤0.01% | 863 |
|
|
2021
Q1 | $158K | Sell |
7,714
-2,378
| -24% | -$48.7K | ﹤0.01% | 949 |
|
|
2020
Q4 | $191K | Buy |
10,092
+564
| +6% | +$10.7K | 0.01% | 825 |
|
|
2020
Q3 | $170K | Buy |
9,528
+44
| +0.5% | +$785 | 0.01% | 769 |
|
|
2020
Q2 | $165K | Sell |
9,484
-896
| -9% | -$15.6K | 0.01% | 745 |
|
|
2020
Q1 | $168K | Buy |
10,380
+1,706
| +20% | +$27.6K | 0.02% | 630 |
|
|
2019
Q4 | $195K | Sell |
8,674
-428
| -5% | -$9.62K | 0.01% | 677 |
|
|
2019
Q3 | $211K | Buy |
+9,102
| New | +$211K | 0.01% | 750 |
|
|
2019
Q1 | – | Sell |
-23,330
| Closed | -$448K | – | 3223 |
|
|
2018
Q4 | $448K | Sell |
23,330
-56,398
| -71% | -$1.08M | 0.03% | 595 |
|
|
2018
Q3 | $1.66M | Buy |
79,728
+5,970
| +8% | +$125K | 0.07% | 301 |
|
|
2018
Q2 | $1.54M | Sell |
73,758
-6,406
| -8% | -$134K | 0.06% | 306 |
|
|
2018
Q1 | $1.67M | Hold |
80,164
| – | – | 0.08% | 274 |
|
|
2017
Q4 | $1.67M | Buy |
80,164
+5,342
| +7% | +$111K | 0.08% | 272 |
|
|
2017
Q3 | $1.54M | Buy |
74,822
+11,296
| +18% | +$232K | 0.06% | 325 |
|
|
2017
Q2 | $1.31M | Buy |
63,526
+12,220
| +24% | +$252K | 0.06% | 360 |
|
|
2017
Q1 | $1.05M | Buy |
51,306
+28,700
| +127% | +$585K | 0.05% | 414 |
|
|
2016
Q4 | $464K | Buy |
22,606
+412
| +2% | +$8.46K | 0.02% | 646 |
|
|
2016
Q3 | $473K | Buy |
22,194
+6,808
| +44% | +$145K | 0.02% | 584 |
|
|
2016
Q2 | $334K | Buy |
+15,386
| New | +$334K | 0.02% | 732 |
|
|
2016
Q1 | – | Sell |
-8,478
| Closed | -$168K | – | 3258 |
|
|
2015
Q4 | $168K | Buy |
+8,478
| New | +$168K | 0.01% | 912 |
|