IFA
Interactive Financial Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Buy |
31,230
+632
| +2% | +$13.4K | 0.32% | 48 |
|
|
2025
Q1 | $658K | Sell |
30,598
-1,340
| -4% | -$28.8K | 0.35% | 47 |
|
|
2024
Q4 | $673K | Sell |
31,938
-1,860
| -6% | -$39.2K | 0.35% | 46 |
|
|
2024
Q3 | $783K | Buy |
33,798
+280
| +0.8% | +$6.49K | 0.4% | 45 |
|
|
2024
Q2 | $669K | Sell |
33,518
-435
| -1% | -$8.69K | 0.37% | 46 |
|
|
2024
Q1 | $689K | Buy |
33,953
+29,897
| +737% | +$607K | 0.38% | 45 |
|
|
2023
Q4 | $205K | Sell |
4,056
-24,980
| -86% | -$1.26M | 0.11% | 82 |
|
|
2023
Q3 | $515K | Sell |
29,036
-87,265
| -75% | -$1.55M | 0.35% | 46 |
|
|
2023
Q2 | $2.27M | Sell |
116,301
-6,292
| -5% | -$123K | 1.54% | 23 |
|
|
2023
Q1 | $2.39M | Sell |
122,593
-7,959
| -6% | -$155K | 1.53% | 19 |
|
|
2022
Q4 | $2.52M | Buy |
130,552
+19,806
| +18% | +$382K | 1.51% | 20 |
|
|
2022
Q3 | $2.07M | Sell |
110,746
-52,055
| -32% | -$973K | 1.2% | 20 |
|
|
2022
Q2 | $3.51M | Buy |
162,801
+72,211
| +80% | +$1.56M | 1.77% | 16 |
|
|
2022
Q1 | $2.26M | Sell |
90,590
-4,191
| -4% | -$104K | 1.06% | 25 |
|
|
2021
Q4 | $4.99M | Sell |
94,781
-2,904
| -3% | -$153K | 1.91% | 16 |
|
|
2021
Q3 | $4.46M | Buy |
97,685
+215
| +0.2% | +$9.82K | 1.95% | 16 |
|
|
2021
Q2 | $4.46M | Sell |
97,470
-10,740
| -10% | -$492K | 1.82% | 20 |
|
|
2021
Q1 | $4.45M | Buy |
108,210
+31,872
| +42% | +$1.31M | 1.86% | 20 |
|
|
2020
Q4 | $2.9M | Buy |
76,338
+4,429
| +6% | +$168K | 1.32% | 22 |
|
|
2020
Q3 | $2.54M | Buy |
71,909
+12,347
| +21% | +$437K | 1.26% | 19 |
|
|
2020
Q2 | $2.1M | Buy |
59,562
+59,518
| +135,268% | +$2.1M | 1.03% | 23 |
|
|
2020
Q1 | $1K | Sell |
44
-91,767
| -100% | -$2.09M | ﹤0.01% | 107 |
|
|
2019
Q4 | $4.22M | Buy |
91,811
+12,517
| +16% | +$575K | 1.9% | 17 |
|
|
2019
Q3 | $3.74M | Buy |
79,294
+16,649
| +27% | +$785K | 1.72% | 18 |
|
|
2019
Q2 | $2.78M | Buy |
62,645
+11,775
| +23% | +$523K | 1.28% | 18 |
|
|
2019
Q1 | $2.26M | Sell |
50,870
-10,423
| -17% | -$463K | 1.09% | 22 |
|
|
2018
Q4 | $2.36M | Sell |
61,293
-14,436
| -19% | -$556K | 1.22% | 21 |
|
|
2018
Q3 | $3.16M | Sell |
75,729
-1,130
| -1% | -$47.2K | 1.5% | 20 |
|
|
2018
Q2 | $3.21M | Sell |
76,859
-2,306
| -3% | -$96.3K | 1.52% | 20 |
|
|
2018
Q1 | $3.03M | Sell |
79,165
-23,299
| -23% | -$891K | 1.45% | 20 |
|
|
2017
Q4 | $4.27M | Buy |
102,464
+11,168
| +12% | +$465K | 1.88% | 17 |
|
|
2017
Q3 | $3.76M | Buy |
91,296
+294
| +0.3% | +$12.1K | 1.71% | 16 |
|
|
2017
Q2 | $3.75M | Buy |
91,002
+11,106
| +14% | +$458K | 1.77% | 19 |
|
|
2017
Q1 | $3.26M | Buy |
79,896
+9,417
| +13% | +$384K | 1.59% | 19 |
|
|
2016
Q4 | $2.89M | Sell |
70,479
-31,998
| -31% | -$1.31M | 1.46% | 19 |
|
|
2016
Q3 | $4.37M | Buy |
102,477
+30,850
| +43% | +$1.32M | 2.19% | 16 |
|
|
2016
Q2 | $3.11M | Buy |
71,627
+1,127
| +2% | +$48.9K | 1.64% | 17 |
|
|
2016
Q1 | $2.92M | Sell |
70,500
-1,161
| -2% | -$48.1K | 1.79% | 17 |
|
|
2015
Q4 | $2.84M | Buy |
71,661
+2,859
| +4% | +$113K | 1.65% | 19 |
|
|
2015
Q3 | $2.56M | Sell |
68,802
-663
| -1% | -$24.7K | 1.45% | 16 |
|
|
2015
Q2 | $2.52M | Sell |
69,465
-4,371
| -6% | -$159K | 1.36% | 20 |
|
|
2015
Q1 | $2.99M | Buy |
73,836
+9,294
| +14% | +$377K | 1.61% | 16 |
|
|
2014
Q4 | $2.51M | Sell |
64,542
-1,571
| -2% | -$61.2K | 1.38% | 14 |
|
|
2014
Q3 | $2.25M | Buy |
66,113
+9,122
| +16% | +$311K | 1.28% | 17 |
|
|
2014
Q2 | $2.02M | Sell |
56,991
-6,632
| -10% | -$235K | 1.14% | 18 |
|
|
2014
Q1 | $2.11M | Buy |
63,623
+10,850
| +21% | +$359K | 1.22% | 15 |
|
|
2013
Q4 | $1.6M | Sell |
52,773
-5,006
| -9% | -$151K | 0.94% | 16 |
|
|
2013
Q3 | $1.79M | Buy |
+57,779
| New | +$1.79M | 1.09% | 16 |
|