Koshinski Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $313K | Buy |
14,815
+46
| +0.3% | +$973 | 0.02% | 525 |
|
|
2025
Q1 | $318K | Buy |
14,769
+60
| +0.4% | +$1.29K | 0.03% | 477 |
|
|
2024
Q4 | $310M | Sell |
14,709
-1,085
| -7% | -$22.9M | 0.03% | 477 |
|
|
2024
Q3 | $366K | Sell |
15,794
-1,414
| -8% | -$32.8K | 0.03% | 447 |
|
|
2024
Q2 | $343K | Sell |
17,208
-6,259
| -27% | -$125K | 0.03% | 429 |
|
|
2024
Q1 | $476K | Buy |
23,467
+250
| +1% | +$5.08K | 0.05% | 328 |
|
|
2023
Q4 | $481K | Buy |
23,217
+5,299
| +30% | +$110K | 0.07% | 284 |
|
|
2023
Q3 | $318K | Sell |
17,918
-2,449
| -12% | -$43.5K | 0.04% | 421 |
|
|
2023
Q2 | $398K | Buy |
+20,367
| New | +$398K | 0.04% | 392 |
|
|
2022
Q4 | – | Sell |
-29,832
| Closed | -$558K | – | 633 |
|
|
2022
Q3 | $558K | Buy |
29,832
+408
| +1% | +$7.63K | 0.07% | 299 |
|
|
2022
Q2 | $621K | Buy |
29,424
+361
| +1% | +$7.62K | 0.06% | 324 |
|
|
2022
Q1 | $723K | Buy |
29,063
+14,450
| +99% | +$360K | 0.06% | 311 |
|
|
2021
Q4 | $770K | Sell |
14,613
-1,426
| -9% | -$75.1K | 0.06% | 307 |
|
|
2021
Q3 | $733K | Buy |
16,039
+6,711
| +72% | +$307K | 0.06% | 315 |
|
|
2021
Q2 | $427K | Buy |
+9,328
| New | +$427K | 0.05% | 359 |
|
|
2021
Q1 | – | Sell |
-16,838
| Closed | -$639K | – | 638 |
|
|
2020
Q4 | $639K | Sell |
16,838
-1,717
| -9% | -$65.2K | 0.08% | 273 |
|
|
2020
Q3 | $693 | Sell |
18,555
-224
| -1% | -$8 | 0.09% | 232 |
|
|
2020
Q2 | $661K | Sell |
18,779
-1,280
| -6% | -$45.1K | 0.11% | 227 |
|
|
2020
Q1 | $657K | Sell |
20,059
-1,702
| -8% | -$55.7K | 0.14% | 199 |
|
|
2019
Q4 | $993K | Buy |
21,761
+5,258
| +32% | +$240K | 0.17% | 186 |
|
|
2019
Q3 | $778K | Buy |
16,503
+1,451
| +10% | +$68.4K | 0.54% | 64 |
|
|
2019
Q2 | $669K | Buy |
15,052
+117
| +0.8% | +$5.2K | 0.27% | 112 |
|
|
2019
Q1 | $664 | Buy |
14,935
+271
| +2% | +$12 | 0.18% | 157 |
|
|
2018
Q4 | $565K | Sell |
14,664
-4,937
| -25% | -$190K | 0.14% | 200 |
|
|
2018
Q3 | $818K | Buy |
19,601
+9,853
| +101% | +$411K | 0.12% | 232 |
|
|
2018
Q2 | $407K | Sell |
9,748
-1,445
| -13% | -$60.3K | 0.12% | 238 |
|
|
2018
Q1 | $428K | Sell |
11,193
-6,524
| -37% | -$249K | 0.13% | 232 |
|
|
2017
Q4 | $737K | Sell |
17,717
-684
| -4% | -$28.5K | 0.18% | 194 |
|
|
2017
Q3 | $757K | Buy |
18,401
+950
| +5% | +$39.1K | 0.25% | 132 |
|
|
2017
Q2 | $719K | Buy |
17,451
+419
| +2% | +$17.3K | 0.26% | 123 |
|
|
2017
Q1 | $695K | Buy |
17,032
+275
| +2% | +$11.2K | 0.27% | 115 |
|
|
2016
Q4 | $688K | Buy |
16,757
+1,388
| +9% | +$57K | 0.34% | 100 |
|
|
2016
Q3 | $655K | Sell |
15,369
-5,258
| -25% | -$224K | 0.33% | 103 |
|
|
2016
Q2 | $896K | Buy |
20,627
+7,926
| +62% | +$344K | 0.49% | 63 |
|
|
2016
Q1 | $526K | Buy |
12,701
+51
| +0.4% | +$2.11K | 0.34% | 105 |
|
|
2015
Q4 | $501K | Buy |
12,650
+436
| +4% | +$17.3K | 0.35% | 97 |
|
|
2015
Q3 | $444K | Buy |
12,214
+191
| +2% | +$6.94K | 0.28% | 109 |
|
|
2015
Q2 | $437K | Buy |
12,023
+934
| +8% | +$33.9K | 0.28% | 112 |
|
|
2015
Q1 | $450K | Sell |
11,089
-9,905
| -47% | -$402K | 0.29% | 97 |
|
|
2014
Q4 | $818K | Buy |
+20,994
| New | +$818K | 0.46% | 60 |
|