Morningstar Investment Management’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 | $25.1M | Buy |
1,187,440
+70,732
| +6% | +$1.5M | 2.2% | 11 |
|
|
2025
Q1 | $24M | Sell |
1,116,708
-22,748
| -2% | -$489K | 2.04% | 14 |
|
|
2024
Q4 | $24M | Sell |
1,139,456
-22,017
| -2% | -$464K | 1.89% | 12 |
|
|
2024
Q3 | $26.3M | Buy |
+1,161,473
| New | +$26.3M | 2.6% | 10 |
|
|
2020
Q1 | – | Sell |
-62,082
| Closed | -$1.43M | – | 27 |
|
|
2019
Q4 | $1.43M | Sell |
62,082
-107,142
| -63% | -$2.46M | 0.26% | 21 |
|
|
2019
Q3 | $3.99M | Buy |
169,224
+4,014
| +2% | +$94.6K | 1.12% | 13 |
|
|
2019
Q2 | $3.67M | Sell |
165,210
-195,166
| -54% | -$4.34M | 1.13% | 14 |
|
|
2019
Q1 | $8.01M | Buy |
360,376
+155,874
| +76% | +$3.46M | 4.03% | 11 |
|
|
2018
Q4 | $3.94M | Buy |
+204,502
| New | +$3.94M | 3.13% | 11 |
|