MAS
Madden Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.23M | Buy |
105,325
+3,092
| +3% | +$65.4K | 0.95% | 30 |
|
|
2025
Q1 | $2.2M | Buy |
102,233
+1,453
| +1% | +$31.3K | 1.02% | 30 |
|
|
2024
Q4 | $2.12M | Buy |
100,780
+2,667
| +3% | +$56.2K | 0.99% | 29 |
|
|
2024
Q3 | $2.27M | Buy |
98,113
+4,352
| +5% | +$101K | 1.04% | 28 |
|
|
2024
Q2 | $1.87M | Buy |
93,761
+3,654
| +4% | +$73K | 0.95% | 28 |
|
|
2024
Q1 | $1.83M | Buy |
90,107
+1,169
| +1% | +$23.7K | 0.96% | 28 |
|
|
2023
Q4 | $1.84M | Sell |
88,938
-614
| -0.7% | -$12.7K | 1.04% | 27 |
|
|
2023
Q3 | $1.59M | Sell |
89,552
-8,662
| -9% | -$154K | 1.01% | 28 |
|
|
2023
Q2 | $1.92M | Buy |
98,214
+6,127
| +7% | +$120K | 1.24% | 23 |
|
|
2023
Q1 | $1.8M | Buy |
92,087
+907
| +1% | +$17.7K | 1.26% | 21 |
|
|
2022
Q4 | $1.76M | Buy |
91,180
+4,008
| +5% | +$77.3K | 1.32% | 21 |
|
|
2022
Q3 | $1.63M | Buy |
87,172
+653
| +0.8% | +$12.2K | 1.3% | 21 |
|
|
2022
Q2 | $1.83M | Buy |
86,519
+3,757
| +5% | +$79.2K | 1.38% | 21 |
|
|
2022
Q1 | $2.06M | Buy |
82,762
+42,860
| +107% | +$1.07M | 1.4% | 19 |
|
|
2021
Q4 | $2.1M | Buy |
39,902
+2,668
| +7% | +$141K | 1.38% | 19 |
|
|
2021
Q3 | $1.7M | Buy |
37,234
+1,642
| +5% | +$75K | 1.22% | 20 |
|
|
2021
Q2 | $1.63M | Sell |
35,592
-373
| -1% | -$17.1K | 1.21% | 21 |
|
|
2021
Q1 | $1.48M | Buy |
35,965
+1,562
| +5% | +$64.2K | 1.16% | 23 |
|
|
2020
Q4 | $1.31M | Buy |
34,403
+1,646
| +5% | +$62.5K | 1.1% | 22 |
|
|
2020
Q3 | $1.16M | Buy |
32,757
+3,496
| +12% | +$124K | 1.1% | 21 |
|
|
2020
Q2 | $1.03M | Buy |
29,261
+2,609
| +10% | +$91.8K | 1.07% | 23 |
|
|
2020
Q1 | $872K | Sell |
26,652
-32,979
| -55% | -$1.08M | 0.6% | 35 |
|
|
2019
Q4 | $3.59M | Buy |
59,631
+25,189
| +73% | +$1.51M | 2.35% | 14 |
|
|
2019
Q3 | $1.62M | Sell |
34,442
-9,291
| -21% | -$438K | 1.16% | 29 |
|
|
2019
Q2 | $1.94M | Sell |
43,733
-21,220
| -33% | -$943K | 1.21% | 28 |
|
|
2019
Q1 | $2.89M | Buy |
64,953
+507
| +0.8% | +$22.5K | 1.55% | 23 |
|
|
2018
Q4 | $2.48M | Buy |
64,446
+1,738
| +3% | +$66.9K | 1.5% | 25 |
|
|
2018
Q3 | $2.62M | Sell |
62,708
-2,963
| -5% | -$124K | 1.58% | 22 |
|
|
2018
Q2 | $2.74M | Sell |
65,671
-869
| -1% | -$36.3K | 1.74% | 20 |
|
|
2018
Q1 | $2.55M | Buy |
66,540
+326
| +0.5% | +$12.5K | 1.54% | 22 |
|
|
2017
Q4 | $2.76M | Buy |
66,214
+731
| +1% | +$30.4K | 1.66% | 21 |
|
|
2017
Q3 | $2.69M | Buy |
65,483
+207
| +0.3% | +$8.51K | 1.7% | 21 |
|
|
2017
Q2 | $2.69M | Buy |
65,276
+167
| +0.3% | +$6.88K | 1.77% | 21 |
|
|
2017
Q1 | $2.66M | Sell |
65,109
-7,290
| -10% | -$297K | 1.71% | 21 |
|
|
2016
Q4 | $2.97M | Sell |
72,399
-7,685
| -10% | -$315K | 2.01% | 16 |
|
|
2016
Q3 | $3.42M | Buy |
80,084
+1,623
| +2% | +$69.2K | 2.1% | 17 |
|
|
2016
Q2 | $3.41M | Buy |
78,461
+164
| +0.2% | +$7.12K | 2.11% | 17 |
|
|
2016
Q1 | $3.24M | Sell |
78,297
-2,906
| -4% | -$120K | 2.11% | 17 |
|
|
2015
Q4 | $3.22M | Buy |
81,203
+11,912
| +17% | +$472K | 2.12% | 17 |
|
|
2015
Q3 | $2.58M | Sell |
69,291
-2,111
| -3% | -$78.5K | 1.69% | 18 |
|
|
2015
Q2 | $2.59M | Buy |
71,402
+2,160
| +3% | +$78.4K | 1.55% | 19 |
|
|
2015
Q1 | $2.81M | Buy |
69,242
+354
| +0.5% | +$14.4K | 1.7% | 19 |
|
|
2014
Q4 | $2.68M | Buy |
68,888
+2,000
| +3% | +$77.9K | 1.53% | 19 |
|
|
2014
Q3 | $2.28M | Buy |
66,888
+14,296
| +27% | +$487K | 1.18% | 21 |
|
|
2014
Q2 | $1.86M | Buy |
52,592
+4,975
| +10% | +$176K | 0.95% | 30 |
|
|
2014
Q1 | $1.58M | Sell |
47,617
-4,055
| -8% | -$134K | 0.86% | 36 |
|
|
2013
Q4 | $1.56M | Buy |
51,672
+1,190
| +2% | +$36K | 1.17% | 26 |
|
|
2013
Q3 | $1.56M | Buy |
50,482
+611
| +1% | +$18.9K | 1.36% | 24 |
|
|
2013
Q2 | $1.6M | Buy |
+49,871
| New | +$1.6M | 1.31% | 22 |
|