MML Investors Services’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
$680K Sell
32,118
-552
-2% -$11.7K ﹤0.01% 1901
2025
Q1
$703K Buy
32,670
+897
+3% +$19.3K ﹤0.01% 1794
2024
Q4
$669K Buy
31,773
+545
+2% +$11.5K ﹤0.01% 1753
2024
Q3
$724K Sell
31,228
-3,265
-9% -$75.7K ﹤0.01% 1643
2024
Q2
$689K Sell
34,493
-7,745
-18% -$155K ﹤0.01% 1598
2024
Q1
$857K Sell
42,238
-4,097
-9% -$83.1K ﹤0.01% 1499
2023
Q4
$960K Sell
46,335
-18,228
-28% -$378K ﹤0.01% 1393
2023
Q3
$1.15M Sell
64,563
-5,573
-8% -$98.9K 0.01% 1157
2023
Q2
$1.37M Sell
70,136
-10,202
-13% -$199K 0.01% 1078
2023
Q1
$1.57M Sell
80,338
-30,591
-28% -$597K 0.01% 879
2022
Q4
$2.14M Buy
110,929
+19,061
+21% +$368K 0.01% 803
2022
Q3
$1.72M Buy
91,868
+10,496
+13% +$196K 0.01% 819
2022
Q2
$1.72M Sell
81,372
-8,040
-9% -$170K 0.01% 814
2022
Q1
$2.23M Sell
89,412
-2,484
-3% -$61.8K 0.02% 742
2021
Q4
$2.42M Sell
91,896
-1,138
-1% -$30K 0.02% 691
2021
Q3
$2.13M Sell
93,034
-3,666
-4% -$83.7K 0.02% 706
2021
Q2
$2.21M Sell
96,700
-3,954
-4% -$90.5K 0.02% 674
2021
Q1
$2.07M Sell
100,654
-26,040
-21% -$535K 0.02% 647
2020
Q4
$2.41M Sell
126,694
-6,842
-5% -$130K 0.03% 522
2020
Q3
$2.36M Sell
133,536
-13,956
-9% -$247K 0.03% 464
2020
Q2
$2.6M Sell
147,492
-5,926
-4% -$104K 0.03% 408
2020
Q1
$2.51M Buy
153,418
+28,110
+22% +$460K 0.04% 354
2019
Q4
$2.88M Buy
125,308
+23,798
+23% +$547K 0.04% 383
2019
Q3
$2.39M Buy
101,510
+6,154
+6% +$145K 0.04% 392
2019
Q2
$2.12M Buy
95,356
+24,846
+35% +$552K 0.03% 479
2019
Q1
$1.57M Buy
70,510
+20,794
+42% +$462K 0.02% 548
2018
Q4
$957K Buy
49,716
+4,662
+10% +$89.7K 0.02% 655
2018
Q3
$940K Sell
45,054
-12,752
-22% -$266K 0.02% 693
2018
Q2
$1.21M Buy
57,806
+182
+0.3% +$3.8K 0.03% 501
2018
Q1
$1.1M Sell
57,624
-18,988
-25% -$363K 0.02% 517
2017
Q4
$1.59M Sell
76,612
-86,116
-53% -$1.79M 0.03% 400
2017
Q3
$3.35M Buy
162,728
+9,466
+6% +$195K 0.07% 234
2017
Q2
$3.16M Buy
+153,262
New +$3.16M 0.06% 240