Integrated Advisors Network’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 | $376K | Buy |
17,764
+7,771
| +78% | +$164K | 0.02% | 560 |
|
|
2025
Q1 | $215K | Sell |
9,993
-296
| -3% | -$6.37K | 0.01% | 670 |
|
|
2024
Q4 | $217K | Buy |
10,289
+88
| +0.9% | +$1.85K | 0.01% | 649 |
|
|
2024
Q3 | $236K | Sell |
10,201
-157
| -2% | -$3.64K | 0.01% | 646 |
|
|
2024
Q2 | $207K | Sell |
10,358
-254
| -2% | -$5.07K | 0.01% | 649 |
|
|
2024
Q1 | $215K | Sell |
10,612
-342
| -3% | -$6.94K | 0.01% | 658 |
|
|
2023
Q4 | $227K | Buy |
10,954
+34
| +0.3% | +$704 | 0.01% | 610 |
|
|
2023
Q3 | $194K | Sell |
10,920
-358
| -3% | -$6.35K | 0.01% | 619 |
|
|
2023
Q2 | $220K | Sell |
11,278
-202
| -2% | -$3.95K | 0.01% | 612 |
|
|
2023
Q1 | $224K | Buy |
11,480
+617
| +6% | +$12K | 0.01% | 604 |
|
|
2022
Q4 | $210K | Sell |
10,863
-268
| -2% | -$5.17K | 0.01% | 583 |
|
|
2022
Q3 | $208K | Buy |
11,131
+57
| +0.5% | +$1.07K | 0.01% | 593 |
|
|
2022
Q2 | $234K | Buy |
11,074
+340
| +3% | +$7.18K | 0.02% | 585 |
|
|
2022
Q1 | $267K | Buy |
10,734
+46
| +0.4% | +$1.14K | 0.02% | 568 |
|
|
2021
Q4 | $282K | Sell |
10,688
-328
| -3% | -$8.65K | 0.02% | 540 |
|
|
2021
Q3 | $252K | Sell |
11,016
-562
| -5% | -$12.9K | 0.02% | 544 |
|
|
2021
Q2 | $265K | Sell |
11,578
-398
| -3% | -$9.11K | 0.02% | 506 |
|
|
2021
Q1 | $246K | Buy |
11,976
+124
| +1% | +$2.55K | 0.02% | 479 |
|
|
2020
Q4 | $225K | Sell |
11,852
-770
| -6% | -$14.6K | 0.02% | 451 |
|
|
2020
Q3 | $223K | Sell |
12,622
-16
| -0.1% | -$283 | 0.03% | 400 |
|
|
2020
Q2 | $223K | Sell |
12,638
-150
| -1% | -$2.65K | 0.03% | 401 |
|
|
2020
Q1 | $209K | Buy |
12,788
+1,922
| +18% | +$31.4K | 0.04% | 344 |
|
|
2019
Q4 | $250K | Buy |
+10,866
| New | +$250K | 0.03% | 359 |
|