MidWestOne Financial 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 | $217K | Sell |
10,244
-3,208
| -24% | -$67.9K | 0.03% | 276 |
|
|
2025
Q1 | $289K | Hold |
13,452
| – | – | 0.04% | 235 |
|
|
2024
Q4 | $283K | Buy |
13,452
+562
| +4% | +$11.8K | 0.04% | 248 |
|
|
2024
Q3 | $299K | Buy |
12,890
+103
| +0.8% | +$2.39K | 0.04% | 249 |
|
|
2024
Q2 | $255K | Sell |
12,787
-3,910
| -23% | -$78.1K | 0.05% | 260 |
|
|
2024
Q1 | $339K | Sell |
16,697
-38
| -0.2% | -$771 | 0.06% | 240 |
|
|
2023
Q4 | $347K | Buy |
16,735
+6,596
| +65% | +$137K | 0.07% | 229 |
|
|
2023
Q3 | $180K | Hold |
10,139
| – | – | 0.04% | 264 |
|
|
2023
Q2 | $198K | Buy |
+10,139
| New | +$198K | 0.04% | 264 |
|
|
2019
Q4 | – | Sell |
-8,570
| Closed | -$202K | – | 237 |
|
|
2019
Q3 | $202K | Sell |
8,570
-27,386
| -76% | -$646K | 0.06% | 210 |
|
|
2019
Q2 | $799K | Buy |
+35,956
| New | +$799K | 0.22% | 118 |
|