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 |
|