L.J. Altfest & Co’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $711K | Buy |
33,080
+216
| +0.7% | +$4.74K | 0.08% | 181 |
|
|
2025
Q4 | $687K | Sell |
32,864
-369
| -1% | -$7.82K | 0.08% | 180 |
|
|
2025
Q3 | $717K | Sell |
33,233
-2,727
| -8% | -$58.2K | 0.08% | 176 |
|
|
2025
Q2 | $761K | Buy |
35,960
+32
| +0.1% | +$670 | 0.09% | 158 |
|
|
2025
Q1 | $773K | Buy |
35,928
+8,106
| +29% | +$173K | 0.1% | 149 |
|
|
2024
Q4 | $586K | Buy |
27,822
+852
| +3% | +$19K | 0.07% | 186 |
|
|
2024
Q3 | $625K | Sell |
26,970
-11,417
| -30% | -$250K | 0.08% | 184 |
|
|
2024
Q2 | $767K | Buy |
38,387
+2,117
| +6% | +$41.3K | 0.1% | 138 |
|
|
2024
Q1 | $736K | Buy |
36,270
+72
| +0.2% | +$1.44K | 0.1% | 142 |
|
|
2023
Q4 | $750K | Sell |
36,198
-6,289
| -15% | -$117K | 0.11% | 139 |
|
|
2023
Q3 | $754K | Buy |
42,487
+11,621
| +38% | +$224K | 0.12% | 132 |
|
|
2023
Q2 | $603K | Sell |
30,866
-2,051
| -6% | -$39.3K | 0.09% | 156 |
|
|
2023
Q1 | $642K | Sell |
32,917
-309,536
| -90% | -$6.2M | 0.1% | 134 |
|
|
2022
Q4 | $6.61M | Buy |
342,453
+315,791
| +1,184% | +$6.08M | 1.09% | 20 |
|
|
2022
Q3 | $498K | Buy |
26,662
+1,887
| +8% | +$40.8K | 0.09% | 142 |
|
|
2022
Q2 | $523K | Buy |
24,775
+157
| +0.6% | +$3.61K | 0.09% | 142 |
|
|
2022
Q1 | $613K | Buy |
24,618
+346
| +1% | +$8.35K | 0.11% | 133 |
|
|
2021
Q4 | $639K | Buy |
24,272
+924
| +4% | +$22.8K | 0.12% | 125 |
|
|
2021
Q3 | $533K | Buy |
23,348
+934
| +4% | +$22.3K | 0.11% | 134 |
|
|
2021
Q2 | $513K | Sell |
22,414
-360
| -2% | -$8K | 0.11% | 140 |
|
|
2021
Q1 | $468K | Buy |
22,774
+164
| +0.7% | +$3.21K | 0.11% | 147 |
|
|
2020
Q4 | $429K | Sell |
22,610
-2,236
| -9% | -$41.4K | 0.11% | 148 |
|
|
2020
Q3 | $439K | Buy |
24,846
+5,124
| +26% | +$92.2K | 0.12% | 131 |
|
|
2020
Q2 | $347K | Sell |
19,722
-282
| -1% | -$4.9K | 0.1% | 148 |
|
|
2020
Q1 | $327K | Buy |
20,004
+236
| +1% | +$5.04K | 0.1% | 127 |
|
|
2019
Q4 | $454K | Buy |
19,768
+276
| +1% | +$6.43K | 0.11% | 113 |
|
|
2019
Q3 | $460K | Sell |
19,492
-538
| -3% | -$12.3K | 0.12% | 109 |
|
|
2019
Q2 | $445K | Buy |
20,030
+990
| +5% | +$22.1K | 0.12% | 110 |
|
|
2019
Q1 | $423K | Buy |
19,040
+508
| +3% | +$10.8K | 0.1% | 114 |
|
|
2018
Q4 | $357K | Buy |
18,532
+134
| +0.7% | +$2.74K | 0.1% | 106 |
|
|
2018
Q3 | $384K | Buy |
18,398
+48
| +0.3% | +$1.01K | 0.11% | 124 |
|
|
2018
Q2 | $383K | Buy |
18,350
+58
| +0.3% | +$1.15K | 0.14% | 115 |
|
|
2018
Q1 | $350K | Buy |
+18,292
| New | +$353K | 0.15% | 119 |
|
Other funds holding SCHH
DI
BEI
L.J. Altfest & Co's SCHH Position: Q1 2026 in Review
L.J. Altfest & Co increased its Schwab US REIT ETF (SCHH) stake by 0.66% in Q1 2026, buying an estimated $4.74K and bringing the position to 33,080 shares worth $711K. The position accounts for 0.08% of the portfolio, ranked #181.
L.J. Altfest & Co first reported a position in SCHH in Q1 2018 and has held it in 33 quarters since. The position peaked at $6.61M in Q4 2022. 565 funds tracked by Wall St. Rank hold SCHH as of Q1 2026.
- L.J. Altfest & Co held 33,080 shares of Schwab US REIT ETF worth $711K as of Q1 2026.
- L.J. Altfest & Co bought 216 Schwab US REIT ETF shares in Q1 2026, an estimated $4.74K.
- Schwab US REIT ETF made up 0.08% of L.J. Altfest & Co's portfolio in Q1 2026, its #181 holding.
- L.J. Altfest & Co first reported a position in Schwab US REIT ETF in Q1 2018 and has held it in 33 quarters since.
- L.J. Altfest & Co's Schwab US REIT ETF position peaked at $6.61M in Q4 2022.
- 565 funds tracked by Wall St. Rank held Schwab US REIT ETF as of Q1 2026.
Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.