Mercer Global Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.77M | Sell |
130,694
-22,969
| -15% | -$486K | 0.01% | 732 |
|
|
2025
Q1 | $3.31M | Sell |
153,663
-98,054
| -39% | -$2.11M | 0.01% | 670 |
|
|
2024
Q4 | $5.3M | Buy |
251,717
+125,143
| +99% | +$2.64M | 0.01% | 523 |
|
|
2024
Q3 | $2.91M | Buy |
126,574
+14,959
| +13% | +$344K | 0.01% | 654 |
|
|
2024
Q2 | $2.23M | Buy |
111,615
+28,190
| +34% | +$563K | 0.01% | 692 |
|
|
2024
Q1 | $2.09M | Sell |
83,425
-7,934
| -9% | -$199K | 0.01% | 714 |
|
|
2023
Q4 | $1.89M | Sell |
91,359
-16,596
| -15% | -$344K | 0.01% | 758 |
|
|
2023
Q3 | $1.92M | Buy |
107,955
+14,732
| +16% | +$261K | 0.01% | 718 |
|
|
2023
Q2 | $1.82M | Buy |
93,223
+6,404
| +7% | +$125K | 0.01% | 757 |
|
|
2023
Q1 | $1.69M | Buy |
86,819
+11,294
| +15% | +$220K | 0.01% | 727 |
|
|
2022
Q4 | $1.46M | Sell |
75,525
-19,263
| -20% | -$372K | 0.01% | 778 |
|
|
2022
Q3 | $1.77M | Sell |
94,788
-12,854
| -12% | -$240K | 0.01% | 655 |
|
|
2022
Q2 | $2.27M | Sell |
107,642
-18,266
| -15% | -$385K | 0.01% | 582 |
|
|
2022
Q1 | $3.13M | Buy |
125,908
+59,718
| +90% | -$161K | 0.02% | 517 |
|
|
2021
Q4 | $3.49M | Buy |
66,190
+944
| +1% | +$49.7K | 0.02% | 464 |
|
|
2021
Q3 | $2.98M | Sell |
65,246
-8,681
| -12% | -$396K | 0.02% | 478 |
|
|
2021
Q2 | $3.39M | Buy |
73,927
+9,305
| +14% | +$426K | 0.03% | 416 |
|
|
2021
Q1 | $2.66M | Sell |
64,622
-14,823
| -19% | -$609K | 0.02% | 448 |
|
|
2020
Q4 | $3.02M | Sell |
79,445
-11,927
| -13% | -$453K | 0.04% | 329 |
|
|
2020
Q3 | $3.23M | Sell |
91,372
-56,776
| -38% | -$2.01M | 0.05% | 278 |
|
|
2020
Q2 | $5.22M | Sell |
148,148
-167,532
| -53% | -$5.9M | 0.09% | 163 |
|
|
2020
Q1 | $10.3M | Sell |
315,680
-80,970
| -20% | -$2.65M | 0.23% | 81 |
|
|
2019
Q4 | $18.2M | Sell |
396,650
-15,413
| -4% | -$708K | 0.36% | 58 |
|
|
2019
Q3 | $19.4M | Buy |
412,063
+6,031
| +1% | +$284K | 0.46% | 48 |
|
|
2019
Q2 | $18M | Buy |
406,032
+372,443
| +1,109% | +$16.6M | 0.48% | 48 |
|
|
2019
Q1 | $1.49M | Buy |
+33,589
| New | +$1.49M | 0.05% | 304 |
|