Jones Financial Companies’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.86M | Buy |
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|
2025
Q1 | $5.54M | Buy |
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|
2024
Q4 | $5.26M | Buy |
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|
2024
Q3 | $5.48M | Buy |
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|
2024
Q2 | $4.44M | Buy |
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|
2024
Q1 | $4.28M | Sell |
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|
2023
Q4 | $4.44M | Sell |
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|
2023
Q3 | $3.98M | Sell |
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|
2023
Q2 | $4.56M | Sell |
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|
2023
Q1 | $4.91M | Sell |
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|
2022
Q4 | $5.07M | Sell |
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|
2022
Q3 | $5.26M | Sell |
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|
2022
Q2 | $6.52M | Sell |
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|
2022
Q1 | $117M | Sell |
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|
2021
Q4 | $247M | Sell |
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|
2021
Q3 | $221M | Buy |
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|
2021
Q2 | $216M | Buy |
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|
2021
Q1 | $190M | Buy |
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|
2020
Q4 | $162M | Buy |
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|
2020
Q3 | $145M | Buy |
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|
2020
Q2 | $141M | Buy |
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|
2020
Q1 | $135M | Buy |
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|
2019
Q4 | $151M | Buy |
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|
2019
Q3 | $151M | Buy |
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|
2019
Q2 | $142M | Buy |
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|
2019
Q1 | $141M | Buy |
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|
2018
Q4 | $122M | Buy |
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|
2018
Q3 | $131M | Buy |
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|
2018
Q2 | $127M | Buy |
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|
2018
Q1 | $110M | Buy |
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|
2017
Q4 | $109M | Buy |
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|
2017
Q3 | $100M | Buy |
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|
2017
Q2 | $93.6M | Buy |
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|
2017
Q1 | $88.2M | Sell |
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|
2016
Q4 | $150M | Buy |
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|
2016
Q3 | $129M | Buy |
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|
2016
Q2 | $126M | Buy |
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|
2016
Q1 | $2.22M | Buy |
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|
2015
Q4 | $1.06M | Buy |
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|
2015
Q3 | $645K | Buy |
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|
2015
Q2 | $379K | Buy |
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|
2015
Q1 | $64K | Buy |
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