Key Financial Inc’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 | $8.06K | Hold |
381
| – | – | ﹤0.01% | 911 |
|
|
2025
Q1 | $8.2K | Buy |
381
+93
| +32% | +$2K | ﹤0.01% | 871 |
|
|
2024
Q4 | $6.07K | Hold |
288
| – | – | ﹤0.01% | 929 |
|
|
2024
Q3 | $6.67K | Hold |
288
| – | – | ﹤0.01% | 896 |
|
|
2024
Q2 | $5.75K | Hold |
288
| – | – | ﹤0.01% | 923 |
|
|
2024
Q1 | $5.85K | Hold |
288
| – | – | ﹤0.01% | 898 |
|
|
2023
Q4 | $5.96K | Hold |
288
| – | – | ﹤0.01% | 876 |
|
|
2023
Q3 | $5.11K | Hold |
288
| – | – | ﹤0.01% | 899 |
|
|
2023
Q2 | $5.63K | Hold |
288
| – | – | ﹤0.01% | 892 |
|
|
2023
Q1 | $5.62K | Hold |
288
| – | – | ﹤0.01% | 803 |
|
|
2022
Q4 | $5.38K | Hold |
288
| – | – | ﹤0.01% | 778 |
|
|
2022
Q3 | $5K | Hold |
288
| – | – | ﹤0.01% | 805 |
|
|
2022
Q2 | $6K | Hold |
288
| – | – | ﹤0.01% | 766 |
|
|
2022
Q1 | $7K | Hold |
288
| – | – | ﹤0.01% | 731 |
|
|
2021
Q4 | $8K | Hold |
288
| – | – | ﹤0.01% | 636 |
|
|
2021
Q3 | $7K | Buy |
288
+200
| +227% | +$4.86K | ﹤0.01% | 659 |
|
|
2021
Q2 | $2K | Buy |
88
+80
| +1,000% | +$1.82K | ﹤0.01% | 783 |
|
|
2021
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 798 |
|
|
2020
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 738 |
|
|
2020
Q2 | – | Sell |
-8
| Closed | – | – | 523 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | – | ﹤0.01% | 718 |
|