Mather Group’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 | – | Hold |
0
| – | -$1 | – | 1510 |
|
|
2025
Q1 | – | Hold |
0
| – | -$1 | – | 1791 |
|
|
2024
Q4 | – | Hold |
0
| – | -$1 | – | 1745 |
|
|
2024
Q3 | – | Sell |
-1,434
| Closed | -$29.1K | – | 1707 |
|
|
2024
Q2 | $29.1K | Buy |
1,434
+1,407
| +5,211% | +$28.6K | ﹤0.01% | 1153 |
|
|
2024
Q1 | $560 | Buy |
+27
| New | +$560 | ﹤0.01% | 1675 |
|
|
2018
Q4 | – | Sell |
-11,140
| Closed | -$232K | – | 70 |
|
|
2018
Q3 | $232K | Sell |
11,140
-46,730
| -81% | -$973K | 0.02% | 52 |
|
|
2018
Q2 | $1.21M | Sell |
57,870
-47,740
| -45% | -$997K | 0.12% | 34 |
|
|
2018
Q1 | $2.02M | Buy |
105,610
+11,064
| +12% | +$212K | 0.21% | 26 |
|
|
2017
Q4 | $1.97M | Buy |
94,546
+7,886
| +9% | +$164K | 0.22% | 26 |
|
|
2017
Q3 | $1.78M | Buy |
86,660
+5,478
| +7% | +$113K | 0.22% | 25 |
|
|
2017
Q2 | $1.67M | Buy |
81,182
+13,578
| +20% | +$280K | 0.22% | 26 |
|
|
2017
Q1 | $1.38M | Buy |
67,604
+5,602
| +9% | +$114K | 0.21% | 30 |
|
|
2016
Q4 | $1.27M | Buy |
+62,002
| New | +$1.27M | 0.22% | 26 |
|