Mission Wealth Management’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 | $772K | Buy |
35,942
+3,024
| +9% | +$66.3K | 0.02% | 375 |
|
|
2025
Q4 | $688K | Sell |
32,918
-2,097
| -6% | -$44.5K | 0.01% | 412 |
|
|
2025
Q3 | $755K | Buy |
35,015
+1,921
| +6% | +$41K | 0.02% | 393 |
|
|
2025
Q2 | $700K | Sell |
33,094
-118
| -0.4% | -$2.47K | 0.02% | 402 |
|
|
2025
Q1 | $714K | Sell |
33,212
-4,902
| -13% | -$105K | 0.02% | 375 |
|
|
2024
Q4 | $803K | Buy |
38,114
+2,803
| +8% | +$62.6K | 0.02% | 330 |
|
|
2024
Q3 | $818K | Sell |
35,311
-1,434
| -4% | -$31.4K | 0.02% | 329 |
|
|
2024
Q2 | $734K | Sell |
36,745
-7,951
| -18% | -$155K | 0.02% | 333 |
|
|
2024
Q1 | $907K | Buy |
44,696
+905
| +2% | +$18.1K | 0.02% | 311 |
|
|
2023
Q4 | $907K | Sell |
43,791
-1,704
| -4% | -$31.7K | 0.03% | 257 |
|
|
2023
Q3 | $808K | Sell |
45,495
-1,678
| -4% | -$32.3K | 0.03% | 257 |
|
|
2023
Q2 | $921K | Sell |
47,173
-2,041
| -4% | -$39.1K | 0.04% | 232 |
|
|
2023
Q1 | $960K | Sell |
49,214
-2,278
| -4% | -$45.6K | 0.04% | 219 |
|
|
2022
Q4 | $993K | Sell |
51,492
-6,679
| -11% | -$129K | 0.05% | 203 |
|
|
2022
Q3 | $1.09M | Sell |
58,171
-1,851
| -3% | -$40K | 0.06% | 177 |
|
|
2022
Q2 | $1.27M | Sell |
60,022
-1,886
| -3% | -$43.4K | 0.07% | 157 |
|
|
2022
Q1 | $1.54M | Sell |
61,908
-1,878
| -3% | -$45.3K | 0.07% | 136 |
|
|
2021
Q4 | $1.68M | Sell |
63,786
-2,544
| -4% | -$62.7K | 0.08% | 130 |
|
|
2021
Q3 | $1.51M | Sell |
66,330
-3,578
| -5% | -$85.3K | 0.08% | 131 |
|
|
2021
Q2 | $1.6M | Sell |
69,908
-3,182
| -4% | -$70.7K | 0.09% | 116 |
|
|
2021
Q1 | $1.5M | Sell |
73,090
-2,682
| -4% | -$52.5K | 0.09% | 108 |
|
|
2020
Q4 | $1.44M | Sell |
75,772
-7,486
| -9% | -$138K | 0.09% | 106 |
|
|
2020
Q3 | $1.47M | Sell |
83,258
-7,018
| -8% | -$126K | 0.11% | 90 |
|
|
2020
Q2 | $1.59M | Buy |
90,276
+934
| +1% | +$16.2K | 0.14% | 84 |
|
|
2020
Q1 | $1.46M | Buy |
89,342
+8,462
| +10% | +$181K | 0.16% | 76 |
|
|
2019
Q4 | $1.86M | Sell |
80,880
-7,036
| -8% | -$164K | 0.18% | 77 |
|
|
2019
Q3 | $2.07M | Buy |
87,916
+3,460
| +4% | +$79.3K | 0.22% | 65 |
|
|
2019
Q2 | $1.88M | Sell |
84,456
-3,866
| -4% | -$86.3K | 0.21% | 63 |
|
|
2019
Q1 | $1.96M | Sell |
88,322
-240
| -0.3% | -$5.09K | 0.23% | 61 |
|
|
2018
Q4 | $1.71M | Sell |
88,562
-6,914
| -7% | -$141K | 0.22% | 58 |
|
|
2018
Q3 | $1.99M | Sell |
95,476
-6,350
| -6% | -$134K | 0.26% | 52 |
|
|
2018
Q2 | $2.13M | Buy |
101,826
+63,596
| +166% | +$1.26M | 0.31% | 44 |
|
|
2018
Q1 | $731K | Buy |
38,230
+27,254
| +248% | +$525K | 0.12% | 90 |
|
|
2017
Q4 | $228K | Buy |
+10,976
| New | +$228K | 0.04% | 192 |
|
Other funds holding SCHH
DI
BEI