Liberty Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $725K | Buy |
34,703
+4,074
| +13% | +$86.4K | 0.14% | 103 |
|
|
2025
Q3 | $661K | Buy |
30,629
+840
| +3% | +$17.9K | 0.12% | 103 |
|
|
2025
Q2 | $630K | Buy |
29,789
+1,272
| +4% | +$26.6K | 0.13% | 102 |
|
|
2025
Q1 | $613K | Buy |
28,517
+813
| +3% | +$17.4K | 0.14% | 100 |
|
|
2024
Q4 | $583K | Sell |
27,704
-342
| -1% | -$7.64K | 0.13% | 104 |
|
|
2024
Q3 | $650K | Sell |
28,046
-132
| -0.5% | -$2.89K | 0.14% | 97 |
|
|
2024
Q2 | $563K | Buy |
28,178
+1,436
| +5% | +$28K | 0.13% | 105 |
|
|
2024
Q1 | $543K | Buy |
26,742
+1,439
| +6% | +$28.8K | 0.13% | 107 |
|
|
2023
Q4 | $524K | Sell |
25,303
-262
| -1% | -$4.87K | 0.14% | 104 |
|
|
2023
Q3 | $454K | Buy |
25,565
+156
| +0.6% | +$3K | 0.13% | 102 |
|
|
2023
Q2 | $496K | Buy |
25,409
+658
| +3% | +$12.6K | 0.15% | 99 |
|
|
2023
Q1 | $483K | Sell |
24,751
-2,953
| -11% | -$59.1K | 0.16% | 97 |
|
|
2022
Q4 | $534K | Buy |
27,704
+3,830
| +16% | +$73.7K | 0.19% | 95 |
|
|
2022
Q3 | $446K | Buy |
23,874
+44
| +0.2% | +$952 | 0.17% | 96 |
|
|
2022
Q2 | $503K | Buy |
23,830
+1,824
| +8% | +$42K | 0.18% | 92 |
|
|
2022
Q1 | $548K | Hold |
22,006
| – | – | 0.16% | 95 |
|
|
2021
Q4 | $580K | Buy |
22,006
+80
| +0.4% | +$1.97K | 0.16% | 95 |
|
|
2021
Q3 | $501K | Buy |
21,926
+490
| +2% | +$11.7K | 0.15% | 95 |
|
|
2021
Q2 | $491K | Buy |
21,436
+9,014
| +73% | +$200K | 0.15% | 98 |
|
|
2021
Q1 | $255K | Sell |
12,422
-12,302
| -50% | -$241K | 0.09% | 114 |
|
|
2020
Q4 | $469K | Buy |
+24,724
| New | +$457K | 0.17% | 91 |
|
|
2020
Q2 | $412K | Buy |
23,420
+524
| +2% | +$9.1K | 0.18% | 88 |
|
|
2020
Q1 | $375K | Sell |
22,896
-16
| -0.1% | -$341 | 0.2% | 85 |
|
|
2019
Q4 | $527K | Sell |
22,912
-778
| -3% | -$18.1K | 0.22% | 86 |
|
|
2019
Q3 | $559K | Buy |
23,690
+400
| +2% | +$9.17K | 0.25% | 79 |
|
|
2019
Q2 | $518K | Buy |
23,290
+13,666
| +142% | +$305K | 0.23% | 85 |
|
|
2019
Q1 | $214K | Buy |
+9,624
| New | +$204K | 0.11% | 106 |
|
|
2018
Q1 | – | Sell |
-10,170
| Closed | -$201K | – | 218 |
|
|
2017
Q4 | $201K | Buy |
10,170
+2,132
| +27% | +$44.3K | 0.11% | 115 |
|
|
2017
Q3 | $166K | Buy |
8,038
+2,170
| +37% | +$44.7K | 0.09% | 128 |
|
|
2017
Q2 | $118K | Buy |
5,868
+1,804
| +44% | +$37.1K | 0.07% | 132 |
|
|
2017
Q1 | $83K | Buy |
4,064
+838
| +26% | +$17.2K | 0.05% | 140 |
|
|
2016
Q4 | $67K | Buy |
3,226
+1,716
| +114% | +$34.4K | 0.04% | 141 |
|
|
2016
Q3 | $31K | Buy |
+1,510
| New | +$33.1K | 0.02% | 175 |
|
Other funds holding SCHH
DI
