MCF Advisors’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 | $7.53K | Hold |
356
| – | – | ﹤0.01% | 698 |
|
|
2025
Q1 | $7.66K | Sell |
356
-3,388
| -90% | -$72.9K | ﹤0.01% | 689 |
|
|
2024
Q4 | $78.8K | Buy |
3,744
+3,388
| +952% | +$71.4K | 0.01% | 344 |
|
|
2024
Q3 | $8.25K | Sell |
356
-318
| -47% | -$7.37K | ﹤0.01% | 680 |
|
|
2024
Q2 | $13.5K | Hold |
674
| – | – | ﹤0.01% | 602 |
|
|
2024
Q1 | $13.7K | Hold |
674
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $14K | Hold |
674
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $12K | Buy |
674
+356
| +112% | +$6.32K | ﹤0.01% | 556 |
|
|
2023
Q2 | $6.21K | Hold |
318
| – | – | ﹤0.01% | 609 |
|
|
2023
Q1 | $6.2K | Hold |
318
| – | – | ﹤0.01% | 612 |
|
|
2022
Q4 | $6.13K | Sell |
318
-520
| -62% | -$10K | ﹤0.01% | 580 |
|
|
2022
Q3 | $16K | Buy |
838
+520
| +164% | +$9.93K | ﹤0.01% | 498 |
|
|
2022
Q2 | $7K | Hold |
318
| – | – | ﹤0.01% | 541 |
|
|
2022
Q1 | $8K | Buy |
+318
| New | +$8K | ﹤0.01% | 539 |
|
|
2018
Q1 | – | Sell |
-18
| Closed | – | – | 503 |
|
|
2017
Q4 | $0 | Buy |
+18
| New | – | ﹤0.01% | 514 |
|