IRC
SCHH icon

Investors Research Corp’s Schwab US REIT ETF SCHH Stock Holding History

Investors Research Corp’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.47K Hold
231
– – ﹤0.01% 599
2026
Q1 		$4.96K Sell
231
-489
-68% -$10.7K ﹤0.01% 608
2025
Q4 		$15K Hold
720
– – ﹤0.01% 575
2025
Q3 		$15.5K Buy
720
+1
+0.1% +$21 ﹤0.01% 589
2025
Q2 		$15.2K Hold
719
– – ﹤0.01% 622
2025
Q1 		$15.5K Sell
719
-168
-19% -$3.59K ﹤0.01% 631
2024
Q4 		$18.7K Buy
887
+14
+2% +$313 ﹤0.01% 601
2024
Q3 		$20.2K Buy
873
+7
+0.8% +$153 ﹤0.01% 604
2024
Q2 		$17.3K Buy
866
+1
+0.1% +$20 ﹤0.01% 640
2024
Q1 		$17.6K Sell
865
-111
-11% -$2.23K ﹤0.01% 637
2023
Q4 		$20.2K Buy
976
+24
+3% +$446 ﹤0.01% 631
2023
Q3 		$16.9K Buy
952
+42
+5% +$808 ﹤0.01% 679
2023
Q2 		$17.8K Hold
910
– – ﹤0.01% 679
2023
Q1 		$17.7K Buy
910
+16
+2% +$320 ﹤0.01% 695
2022
Q4 		$17.2K Hold
894
– – ﹤0.01% 695
2022
Q3 		$17K Buy
894
+9
+1% +$195 0.01% 677
2022
Q2 		$19K Buy
885
+46
+5% +$1.06K 0.01% 669
2022
Q1 		$21K Buy
839
+53
+7% +$1.28K 0.01% 647
2021
Q4 		$21K Buy
786
+34
+5% +$838 0.01% 659
2021
Q3 		$17K Buy
752
+192
+34% +$4.58K 0.01% 703
2021
Q2 		$13K Buy
560
+168
+43% +$3.73K ﹤0.01% 739
2021
Q1 		$8K Hold
392
– – ﹤0.01% 818
2020
Q4 		$7K Hold
392
– – ﹤0.01% 902
2020
Q3 		$7K Hold
392
– – ﹤0.01% 885
2020
Q2 		$7K Hold
392
– – ﹤0.01% 865
2020
Q1 		$6K Hold
392
– – ﹤0.01% 869
2019
Q4 		$9K Hold
392
– – ﹤0.01% 869
2019
Q3 		$9K Buy
+392
New +$8.99K ﹤0.01% 863

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CST
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PWMG
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AWM
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ULWM
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CA
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EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
FFP
Frisco Financial Planning Frisco, Texas $133M AUM 14.5% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return