Integral Investment 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 | $761K | Sell |
35,957
-579
| -2% | -$12.3K | 0.22% | 76 |
|
|
2025
Q1 | $786K | Sell |
36,536
-2,434
| -6% | -$52.4K | 0.25% | 74 |
|
|
2024
Q4 | $821K | Sell |
38,970
-3,750
| -9% | -$79K | 0.27% | 73 |
|
|
2024
Q3 | $990K | Buy |
42,720
+2,905
| +7% | +$67.3K | 0.33% | 63 |
|
|
2024
Q2 | $788K | Buy |
39,815
+14,342
| +56% | +$284K | 0.29% | 71 |
|
|
2024
Q1 | $514K | Buy |
+25,473
| New | +$514K | 0.21% | 84 |
|