Johnson Financial Group LLC (Colorado)’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 | $1.81M | Sell |
85,667
-20,999
| -20% | -$444K | 0.17% | 24 |
|
|
2025
Q1 | $2.29M | Buy |
106,666
+894
| +0.8% | +$19.2K | 0.24% | 22 |
|
|
2024
Q4 | $2.23M | Buy |
105,772
+25,822
| +32% | +$544K | 0.26% | 20 |
|
|
2024
Q3 | $1.85M | Hold |
79,950
| – | – | 0.23% | 16 |
|
|
2024
Q2 | $1.6M | Sell |
79,950
-16,736
| -17% | -$334K | 0.21% | 15 |
|
|
2024
Q1 | $1.96M | Sell |
96,686
-575
| -0.6% | -$11.7K | 0.25% | 16 |
|
|
2023
Q4 | $2.01M | Buy |
+97,261
| New | +$2.01M | 0.26% | 18 |
|
|
2022
Q4 | – | Sell |
-191,204
| Closed | -$3.57M | – | 49 |
|
|
2022
Q3 | $3.57M | Buy |
191,204
+173,697
| +992% | +$3.25M | 0.49% | 21 |
|
|
2022
Q2 | $369K | Buy |
+17,507
| New | +$369K | 0.08% | 34 |
|
|
2019
Q1 | – | Sell |
-114,108
| Closed | -$2.2M | – | 30 |
|
|
2018
Q4 | $2.2M | Buy |
+114,108
| New | +$2.2M | 1.18% | 18 |
|