Lederer & Associates Investment Counsel’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 | $1.1M | Sell |
51,759
-359
| -0.7% | -$7.6K | 0.72% | 48 |
|
|
2025
Q1 | $1.12M | Buy |
52,118
+11
| +0% | +$237 | 0.82% | 43 |
|
|
2024
Q4 | $1.1M | Buy |
52,107
+183
| +0.4% | +$3.85K | 0.77% | 44 |
|
|
2024
Q3 | $1.2M | Buy |
51,924
+970
| +2% | +$22.5K | 0.85% | 40 |
|
|
2024
Q2 | $1.02M | Sell |
50,954
-158
| -0.3% | -$3.16K | 0.74% | 45 |
|
|
2024
Q1 | $1.04M | Buy |
51,112
+22
| +0% | +$447 | 0.72% | 52 |
|
|
2023
Q4 | $1.06M | Buy |
51,090
+97
| +0.2% | +$2.01K | 0.78% | 49 |
|
|
2023
Q3 | $905K | Sell |
50,993
-3,901
| -7% | -$69.2K | 0.72% | 52 |
|
|
2023
Q2 | $1.07M | Sell |
54,894
-2,408
| -4% | -$47K | 0.81% | 47 |
|
|
2023
Q1 | $1.12M | Sell |
57,302
-274
| -0.5% | -$5.34K | 0.86% | 45 |
|
|
2022
Q4 | $1.11M | Buy |
57,576
+814
| +1% | +$15.7K | 0.91% | 42 |
|
|
2022
Q3 | $1.06M | Sell |
56,762
-579
| -1% | -$10.8K | 0.9% | 43 |
|
|
2022
Q2 | $1.21M | Sell |
57,341
-880
| -2% | -$18.6K | 0.93% | 41 |
|
|
2022
Q1 | $1.45M | Sell |
58,221
-5,103
| -8% | -$127K | 0.89% | 38 |
|
|
2021
Q4 | $1.67M | Buy |
63,324
+13,110
| +26% | +$345K | 0.97% | 38 |
|
|
2021
Q3 | $1.15M | Buy |
50,214
+22,500
| +81% | +$514K | 0.74% | 49 |
|
|
2021
Q2 | $635K | Sell |
27,714
-1,254
| -4% | -$28.7K | 0.42% | 62 |
|
|
2021
Q1 | $595K | Buy |
28,968
+8,894
| +44% | +$183K | 0.42% | 62 |
|
|
2020
Q4 | $381K | Buy |
20,074
+4,992
| +33% | +$94.7K | 0.29% | 71 |
|
|
2020
Q3 | $267K | Buy |
+15,082
| New | +$267K | 0.22% | 76 |
|