LPL 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 | $5.92M | Sell |
279,776
-6,154
| -2% | -$130K | ﹤0.01% | 2172 |
|
|
2025
Q1 | $6.15M | Sell |
285,930
-252,635
| -47% | -$5.43M | ﹤0.01% | 1977 |
|
|
2024
Q4 | $11.3M | Sell |
538,565
-14,350
| -3% | -$302K | ﹤0.01% | 1443 |
|
|
2024
Q3 | $12.8M | Buy |
552,915
+274,686
| +99% | +$6.36M | 0.01% | 1295 |
|
|
2024
Q2 | $5.56M | Sell |
278,229
-140,803
| -34% | -$2.81M | ﹤0.01% | 1763 |
|
|
2024
Q1 | $8.51M | Buy |
419,032
+29,543
| +8% | +$600K | ﹤0.01% | 1434 |
|
|
2023
Q4 | $8.07M | Sell |
389,489
-10,908
| -3% | -$226K | ﹤0.01% | 1372 |
|
|
2023
Q3 | $7.11M | Sell |
400,397
-2,009
| -0.5% | -$35.7K | 0.01% | 1376 |
|
|
2023
Q2 | $7.86M | Sell |
402,406
-17,954
| -4% | -$351K | 0.01% | 1280 |
|
|
2023
Q1 | $8.2M | Sell |
420,360
-7,277
| -2% | -$142K | 0.01% | 1206 |
|
|
2022
Q4 | $8.25M | Buy |
427,637
+70,936
| +20% | +$1.37M | 0.01% | 1145 |
|
|
2022
Q3 | $6.67M | Buy |
356,701
+43,133
| +14% | +$806K | 0.01% | 1182 |
|
|
2022
Q2 | $6.61M | Buy |
313,568
+94,780
| +43% | +$2M | 0.01% | 1211 |
|
|
2022
Q1 | $5.45M | Sell |
218,788
-100,064
| -31% | -$2.49M | ﹤0.01% | 1387 |
|
|
2021
Q4 | $8.4M | Buy |
318,852
+15,292
| +5% | +$403K | 0.01% | 1127 |
|
|
2021
Q3 | $6.93M | Buy |
303,560
+36,474
| +14% | +$833K | 0.01% | 1173 |
|
|
2021
Q2 | $6.12M | Buy |
267,086
+11,522
| +5% | +$264K | 0.01% | 1202 |
|
|
2021
Q1 | $5.25M | Sell |
255,564
-11,474
| -4% | -$236K | 0.01% | 1203 |
|
|
2020
Q4 | $5.07M | Sell |
267,038
-52,814
| -17% | -$1M | 0.01% | 1108 |
|
|
2020
Q3 | $5.66M | Buy |
319,852
+121,904
| +62% | +$2.16M | 0.01% | 890 |
|
|
2020
Q2 | $3.49M | Sell |
197,948
-14,616
| -7% | -$257K | 0.01% | 1046 |
|
|
2020
Q1 | $3.48M | Buy |
212,564
+7,354
| +4% | +$120K | 0.01% | 899 |
|
|
2019
Q4 | $4.72M | Buy |
205,210
+30,394
| +17% | +$698K | 0.01% | 861 |
|
|
2019
Q3 | $4.12M | Sell |
174,816
-14,416
| -8% | -$340K | 0.01% | 877 |
|
|
2019
Q2 | $4.21M | Buy |
189,232
+8,806
| +5% | +$196K | 0.01% | 846 |
|
|
2019
Q1 | $4.01M | Sell |
180,426
-192,540
| -52% | -$4.28M | 0.01% | 856 |
|
|
2018
Q4 | $7.18M | Buy |
372,966
+252,670
| +210% | +$4.86M | 0.02% | 563 |
|
|
2018
Q3 | $2.51M | Buy |
120,296
+17,202
| +17% | +$359K | 0.01% | 1028 |
|
|
2018
Q2 | $2.15M | Sell |
103,094
-11,884
| -10% | -$248K | 0.01% | 1089 |
|
|
2018
Q1 | $2.2M | Buy |
114,978
+18,554
| +19% | +$355K | 0.01% | 1052 |
|
|
2017
Q4 | $2.01M | Sell |
96,424
-856
| -0.9% | -$17.8K | 0.01% | 1048 |
|
|
2017
Q3 | $2M | Sell |
97,280
-1,880
| -2% | -$38.7K | 0.01% | 991 |
|
|
2017
Q2 | $2.04M | Sell |
99,160
-20,794
| -17% | -$428K | 0.01% | 927 |
|
|
2017
Q1 | $2.45M | Buy |
119,954
+12,900
| +12% | +$264K | 0.02% | 727 |
|
|
2016
Q4 | $2.2M | Sell |
107,054
-2,626
| -2% | -$54K | 0.02% | 748 |
|
|
2016
Q3 | $2.26M | Buy |
109,680
+24,034
| +28% | +$496K | 0.02% | 711 |
|
|
2016
Q2 | $1.87M | Sell |
85,646
-80,888
| -49% | -$1.77M | 0.02% | 795 |
|
|
2016
Q1 | $3.42M | Buy |
166,534
+25,812
| +18% | +$530K | 0.01% | 906 |
|
|
2015
Q4 | $2.81M | Buy |
140,722
+51,538
| +58% | +$1.03M | 0.01% | 978 |
|
|
2015
Q3 | $1.71M | Buy |
89,184
+13,002
| +17% | +$249K | 0.01% | 916 |
|
|
2015
Q2 | $1.42M | Buy |
76,182
+11,652
| +18% | +$217K | 0.01% | 1118 |
|
|
2015
Q1 | $1.31M | Buy |
64,530
+9,732
| +18% | +$197K | 0.01% | 1174 |
|
|
2014
Q4 | $1.07M | Buy |
54,798
+6,918
| +14% | +$135K | 0.01% | 1256 |
|
|
2014
Q3 | $817K | Sell |
47,880
-12,726
| -21% | -$217K | ﹤0.01% | 1410 |
|
|
2014
Q2 | $1.07M | Buy |
60,606
+35,942
| +146% | +$636K | 0.01% | 1267 |
|
|
2014
Q1 | $408K | Buy |
+24,664
| New | +$408K | ﹤0.01% | 1896 |
|
|
2013
Q3 | – | Sell |
-21,886
| Closed | -$351K | – | 2581 |
|
|
2013
Q2 | $351K | Buy |
+21,886
| New | +$351K | ﹤0.01% | 1794 |
|