JPMorgan Chase & Co’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
$1.55M Sell
73,253
-2,430
-3% -$51.4K ﹤0.01% 3491
2025
Q1
$1.63M Sell
75,683
-2,410
-3% -$51.8K ﹤0.01% 3378
2024
Q4
$1.64M Buy
78,093
+1,810
+2% +$38.1K ﹤0.01% 3515
2024
Q3
$1.77M Buy
76,283
+50,060
+191% +$1.16M ﹤0.01% 3335
2024
Q2
$524K Sell
26,223
-217,270
-89% -$4.34M ﹤0.01% 3840
2024
Q1
$4.94M Buy
243,493
+3,910
+2% +$79.4K ﹤0.01% 2587
2023
Q4
$4.96M Buy
239,583
+219,347
+1,084% +$4.54M ﹤0.01% 2564
2023
Q3
$359K Sell
20,236
-37,807
-65% -$671K ﹤0.01% 3897
2023
Q2
$1.13M Buy
58,043
+632
+1% +$12.3K ﹤0.01% 3358
2023
Q1
$1.12M Buy
57,411
+10,487
+22% +$205K ﹤0.01% 3381
2022
Q4
$905K Sell
46,924
-19,054
-29% -$367K ﹤0.01% 3416
2022
Q3
$1.23M Buy
65,978
+16,864
+34% +$315K ﹤0.01% 3218
2022
Q2
$1.04M Buy
49,114
+2,758
+6% +$58.1K ﹤0.01% 3432
2022
Q1
$1.15M Sell
46,356
-12,190
-21% -$303K ﹤0.01% 3520
2021
Q4
$1.54M Buy
58,546
+270
+0.5% +$7.11K ﹤0.01% 3381
2021
Q3
$1.33M Buy
58,276
+874
+2% +$20K ﹤0.01% 3431
2021
Q2
$1.31M Buy
57,402
+57,266
+42,107% +$1.31M ﹤0.01% 3481
2021
Q1
$3K Sell
136
-258
-65% -$5.69K ﹤0.01% 5134
2020
Q4
$8K Sell
394
-226
-36% -$4.59K ﹤0.01% 4686
2020
Q3
$11K Sell
620
-1,988
-76% -$35.3K ﹤0.01% 4582
2020
Q2
$46K Sell
2,608
-406
-13% -$7.16K ﹤0.01% 4232
2020
Q1
$50K Sell
3,014
-62,296
-95% -$1.03M ﹤0.01% 4139
2019
Q4
$1.5M Buy
65,310
+566
+0.9% +$13K ﹤0.01% 2860
2019
Q3
$1.53M Sell
64,744
-1,604,368
-96% -$37.8M ﹤0.01% 2861
2019
Q2
$36.8M Sell
1,669,112
-4,894,276
-75% -$108M 0.01% 1023
2019
Q1
$146M Buy
6,563,388
+562,746
+9% +$12.5M 0.03% 490
2018
Q4
$116M Buy
6,000,642
+194,402
+3% +$3.74M 0.03% 528
2018
Q3
$121M Buy
5,806,240
+367,870
+7% +$7.68M 0.02% 566
2018
Q2
$114M Buy
5,438,370
+153,740
+3% +$3.21M 0.02% 563
2018
Q1
$101M Buy
5,284,630
+1,483,336
+39% +$28.4M 0.02% 587
2017
Q4
$79.1M Buy
+3,801,294
New +$79.1M 0.02% 699
2016
Q3
Sell
-156
Closed -$3K 4229
2016
Q2
$3K Buy
+156
New +$3K ﹤0.01% 4038