Morningstar Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11M | Sell |
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|
2025
Q2 | $25.1M | Buy |
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|
2025
Q1 | $24M | Sell |
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|
2024
Q4 | $24M | Sell |
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|
2024
Q3 | $26.3M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.43M | Sell |
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|
2019
Q3 | $3.99M | Buy |
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|
2019
Q2 | $3.67M | Sell |
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|
2019
Q1 | $8.01M | Buy |
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|
2018
Q4 | $3.94M | Buy |
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