Integrated Wealth Concepts’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 | $561K | Buy |
26,518
+3,751
| +16% | +$79.4K | 0.01% | 1209 |
|
|
2025
Q1 | $490K | Buy |
22,767
+3,222
| +16% | +$69.3K | 0.01% | 1149 |
|
|
2024
Q4 | $412K | Buy |
19,545
+2,281
| +13% | +$48K | ﹤0.01% | 1217 |
|
|
2024
Q3 | $400K | Sell |
17,264
-963
| -5% | -$22.3K | ﹤0.01% | 1184 |
|
|
2024
Q2 | $364K | Sell |
18,227
-666
| -4% | -$13.3K | 0.01% | 1203 |
|
|
2024
Q1 | $384K | Sell |
18,893
-394
| -2% | -$8K | 0.01% | 1177 |
|
|
2023
Q4 | $399K | Sell |
19,287
-674
| -3% | -$14K | 0.01% | 1100 |
|
|
2023
Q3 | $354K | Sell |
19,961
-11,599
| -37% | -$206K | 0.01% | 1148 |
|
|
2023
Q2 | $616K | Buy |
31,560
+8,374
| +36% | +$164K | 0.01% | 893 |
|
|
2023
Q1 | $452K | Buy |
+23,186
| New | +$452K | 0.01% | 889 |
|