Mercer Global Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.25M Sell
104,478
-17,707
-14% -$388K ﹤0.01% 1141
2025
Q4
$2.55M Buy
122,185
+12,477
+11% +$265K ﹤0.01% 993
2025
Q3
$2.37M Sell
109,708
-20,986
-16% -$448K ﹤0.01% 965
2025
Q2
$2.77M Sell
130,694
-22,969
-15% -$481K 0.01% 761
2025
Q1
$3.31M Sell
153,663
-98,054
-39% -$2.1M 0.01% 670
2024
Q4
$5.3M Buy
251,717
+125,143
+99% +$2.8M 0.01% 523
2024
Q3
$2.91M Buy
126,574
+14,959
+13% +$327K 0.01% 654
2024
Q2
$2.23M Buy
111,615
+28,190
+34% +$550K 0.01% 692
2024
Q1
$2.09M Sell
83,425
-7,934
-9% -$159K 0.01% 714
2023
Q4
$1.89M Sell
91,359
-16,596
-15% -$308K 0.01% 758
2023
Q3
$1.92M Buy
107,955
+14,732
+16% +$283K 0.01% 718
2023
Q2
$1.82M Buy
93,223
+6,404
+7% +$123K 0.01% 757
2023
Q1
$1.69M Buy
86,819
+11,294
+15% +$226K 0.01% 727
2022
Q4
$1.46M Sell
75,525
-19,263
-20% -$371K 0.01% 778
2022
Q3
$1.77M Sell
94,788
-12,854
-12% -$278K 0.01% 655
2022
Q2
$2.27M Sell
107,642
-18,266
-15% -$420K 0.01% 582
2022
Q1
$3.13M Sell
125,908
-6,472
-5% -$156K 0.02% 517
2021
Q4
$3.49M Buy
132,380
+1,888
+1% +$46.5K 0.02% 464
2021
Q3
$2.98M Sell
130,492
-17,362
-12% -$414K 0.02% 478
2021
Q2
$3.38M Buy
147,854
+18,610
+14% +$414K 0.03% 416
2021
Q1
$2.65M Sell
129,244
-29,646
-19% -$580K 0.02% 448
2020
Q4
$3.02M Sell
158,890
-23,854
-13% -$441K 0.04% 329
2020
Q3
$3.23M Sell
182,744
-113,552
-38% -$2.04M 0.05% 278
2020
Q2
$5.22M Sell
296,296
-335,064
-53% -$5.82M 0.09% 163
2020
Q1
$10.3M Sell
631,360
-161,940
-20% -$3.46M 0.23% 81
2019
Q4
$18.2M Sell
793,300
-30,826
-4% -$718K 0.36% 58
2019
Q3
$19.4M Buy
824,126
+12,062
+1% +$277K 0.46% 48
2019
Q2
$18M Buy
812,064
+744,886
+1,109% +$16.6M 0.48% 48
2019
Q1
$1.49M Buy
+67,178
New +$1.43M 0.05% 304

Other funds holding SCHH