Lee Financial’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 | $486K | Sell |
22,946
-1,139
| -5% | -$24.1K | 0.07% | 95 |
|
|
2025
Q1 | $518K | Sell |
24,085
-294
| -1% | -$6.32K | 0.08% | 93 |
|
|
2024
Q4 | $513K | Sell |
24,379
-507
| -2% | -$10.7K | 0.07% | 110 |
|
|
2024
Q3 | $577K | Sell |
24,886
-1,223
| -5% | -$28.3K | 0.08% | 106 |
|
|
2024
Q2 | $525K | Sell |
26,109
-3,295
| -11% | -$66.3K | 0.09% | 96 |
|
|
2024
Q1 | $597K | Buy |
29,404
+1,306
| +5% | +$26.5K | 0.1% | 90 |
|
|
2023
Q4 | $582K | Sell |
28,098
-9,818
| -26% | -$203K | 0.1% | 86 |
|
|
2023
Q3 | $673K | Buy |
37,916
+1,262
| +3% | +$22.4K | 0.13% | 75 |
|
|
2023
Q2 | $716K | Sell |
36,654
-24
| -0.1% | -$469 | 0.13% | 72 |
|
|
2023
Q1 | $715K | Sell |
36,678
-1,860
| -5% | -$36.3K | 0.12% | 71 |
|
|
2022
Q4 | $743K | Buy |
38,538
+32,740
| +565% | +$632K | 0.13% | 78 |
|
|
2022
Q3 | $108K | Buy |
5,798
+2,512
| +76% | +$46.8K | 0.02% | 182 |
|
|
2022
Q2 | $69K | Buy |
3,286
+240
| +8% | +$5.04K | 0.01% | 216 |
|
|
2022
Q1 | $76K | Sell |
3,046
-338
| -10% | -$8.43K | 0.01% | 208 |
|
|
2021
Q4 | $89K | Buy |
3,384
+1,372
| +68% | +$36.1K | 0.02% | 202 |
|
|
2021
Q3 | $46K | Buy |
2,012
+2
| +0.1% | +$46 | 0.01% | 235 |
|
|
2021
Q2 | $46K | Buy |
2,010
+198
| +11% | +$4.53K | 0.01% | 237 |
|
|
2021
Q1 | $37K | Buy |
1,812
+132
| +8% | +$2.7K | 0.01% | 250 |
|
|
2020
Q4 | $32K | Sell |
1,680
-262
| -13% | -$4.99K | 0.01% | 243 |
|
|
2020
Q3 | $34K | Sell |
1,942
-11,526
| -86% | -$202K | 0.01% | 265 |
|
|
2020
Q2 | $237K | Buy |
13,468
+6,650
| +98% | +$117K | 0.07% | 111 |
|
|
2020
Q1 | $112K | Sell |
6,818
-242
| -3% | -$3.98K | 0.04% | 130 |
|
|
2019
Q4 | $162K | Sell |
7,060
-230
| -3% | -$5.28K | 0.04% | 130 |
|
|
2019
Q3 | $172K | Sell |
7,290
-110
| -1% | -$2.6K | 0.04% | 120 |
|
|
2019
Q2 | $164K | Hold |
7,400
| – | – | 0.04% | 136 |
|
|
2019
Q1 | $164K | Sell |
7,400
-134
| -2% | -$2.97K | 0.04% | 134 |
|
|
2018
Q4 | $145K | Sell |
7,534
-2,200
| -23% | -$42.3K | 0.04% | 132 |
|
|
2018
Q3 | $203K | Sell |
9,734
-786
| -7% | -$16.4K | 0.05% | 126 |
|
|
2018
Q2 | $220K | Sell |
10,520
-6,588
| -39% | -$138K | 0.05% | 151 |
|
|
2018
Q1 | $327K | Sell |
17,108
-15,792
| -48% | -$302K | 0.08% | 117 |
|
|
2017
Q4 | $685K | Sell |
32,900
-970
| -3% | -$20.2K | 0.2% | 70 |
|
|
2017
Q3 | $697K | Sell |
33,870
-1,210
| -3% | -$24.9K | 0.22% | 74 |
|
|
2017
Q2 | $723K | Buy |
35,080
+1,136
| +3% | +$23.4K | 0.27% | 74 |
|
|
2017
Q1 | $692K | Buy |
33,944
+26,144
| +335% | +$533K | 0.28% | 75 |
|
|
2016
Q4 | $160K | Buy |
+7,800
| New | +$160K | 0.09% | 114 |
|