Kingsview Wealth Management’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 | $721K | Buy |
34,060
+1,331
| +4% | +$28.2K | 0.01% | 663 |
|
|
2025
Q1 | $704K | Sell |
32,729
-159,457
| -83% | -$3.43M | 0.01% | 627 |
|
|
2024
Q4 | $4.05M | Buy |
192,186
+160,138
| +500% | +$3.37M | 0.08% | 238 |
|
|
2024
Q3 | $743K | Buy |
32,048
+1,202
| +4% | +$27.9K | 0.02% | 605 |
|
|
2024
Q2 | $616K | Sell |
30,846
-296
| -1% | -$5.91K | 0.01% | 625 |
|
|
2024
Q1 | $632K | Sell |
31,142
-766
| -2% | -$15.6K | 0.02% | 613 |
|
|
2023
Q4 | $661K | Buy |
31,908
+800
| +3% | +$16.6K | 0.02% | 578 |
|
|
2023
Q3 | $552K | Sell |
31,108
-66
| -0.2% | -$1.17K | 0.02% | 594 |
|
|
2023
Q2 | $609K | Sell |
31,174
-1,616
| -5% | -$31.6K | 0.02% | 543 |
|
|
2023
Q1 | $639K | Buy |
32,790
+1,280
| +4% | +$25K | 0.03% | 511 |
|
|
2022
Q4 | $608K | Sell |
31,510
-168
| -0.5% | -$3.24K | 0.03% | 461 |
|
|
2022
Q3 | $592K | Sell |
31,678
-809
| -2% | -$15.1K | 0.03% | 459 |
|
|
2022
Q2 | $685K | Buy |
32,487
+3,120
| +11% | +$65.8K | 0.03% | 464 |
|
|
2022
Q1 | $731K | Buy |
29,367
+357
| +1% | +$8.89K | 0.03% | 483 |
|
|
2021
Q4 | $764K | Buy |
29,010
+1,590
| +6% | +$41.9K | 0.03% | 468 |
|
|
2021
Q3 | $626K | Buy |
27,420
+1,468
| +6% | +$33.5K | 0.03% | 492 |
|
|
2021
Q2 | $597K | Buy |
25,952
+3,542
| +16% | +$81.5K | 0.03% | 512 |
|
|
2021
Q1 | $469K | Buy |
22,410
+2,514
| +13% | +$52.6K | 0.03% | 519 |
|
|
2020
Q4 | $378K | Buy |
19,896
+3,382
| +20% | +$64.3K | 0.03% | 508 |
|
|
2020
Q3 | $292K | Buy |
16,514
+792
| +5% | +$14K | 0.03% | 482 |
|
|
2020
Q2 | $277K | Buy |
15,722
+680
| +5% | +$12K | 0.03% | 459 |
|
|
2020
Q1 | $246K | Buy |
15,042
+954
| +7% | +$15.6K | 0.03% | 396 |
|
|
2019
Q4 | $324K | Buy |
14,088
+1,154
| +9% | +$26.5K | 0.04% | 355 |
|
|
2019
Q3 | $305K | Buy |
12,934
+1,110
| +9% | +$26.2K | 0.05% | 327 |
|
|
2019
Q2 | $263K | Sell |
11,824
-3,780
| -24% | -$84.1K | 0.04% | 349 |
|
|
2019
Q1 | $347K | Buy |
15,604
+3,474
| +29% | +$77.3K | 0.05% | 326 |
|
|
2018
Q4 | $234K | Buy |
12,130
+1,720
| +17% | +$33.2K | 0.05% | 320 |
|
|
2018
Q3 | $217K | Buy |
+10,410
| New | +$217K | 0.04% | 330 |
|
|
2018
Q1 | – | Sell |
-10,936
| Closed | -$228K | – | 327 |
|
|
2017
Q4 | $228K | Buy |
+10,936
| New | +$228K | 0.08% | 282 |
|