Kovitz Investment Group Partners’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 | $438K | Buy |
20,676
+6,114
| +42% | +$129K | ﹤0.01% | 1022 |
|
|
2025
Q1 | $313K | Buy |
+14,562
| New | +$313K | ﹤0.01% | 1031 |
|
|
2024
Q4 | – | Sell |
-12,334
| Closed | -$283K | – | 1242 |
|
|
2024
Q3 | $283K | Sell |
12,334
-362
| -3% | -$8.32K | ﹤0.01% | 883 |
|
|
2024
Q2 | $254K | Buy |
12,696
+4
| +0% | +$80 | ﹤0.01% | 761 |
|
|
2024
Q1 | $258K | Buy |
+12,692
| New | +$258K | ﹤0.01% | 600 |
|
|
2022
Q2 | – | Sell |
-8,124
| Closed | -$202K | – | 417 |
|
|
2022
Q1 | $202K | Buy |
+8,124
| New | +$202K | ﹤0.01% | 400 |
|