NewEdge Advisors’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 | $28.4K | Buy |
1,341
+17
| +1% | +$360 | ﹤0.01% | 2845 |
|
|
2025
Q1 | $28.5K | Buy |
1,324
+1,004
| +314% | +$21.6K | ﹤0.01% | 2739 |
|
|
2024
Q4 | $6.74K | Sell |
320
-149
| -32% | -$3.14K | ﹤0.01% | 3151 |
|
|
2024
Q3 | $10.9K | Buy |
469
+160
| +52% | +$3.71K | ﹤0.01% | 2912 |
|
|
2024
Q2 | $6.17K | Buy |
309
+28
| +10% | +$559 | ﹤0.01% | 3022 |
|
|
2024
Q1 | $5.71K | Sell |
281
-2,658
| -90% | -$54K | ﹤0.01% | 3090 |
|
|
2023
Q4 | $60.9K | Buy |
2,939
+1,122
| +62% | +$23.2K | ﹤0.01% | 2156 |
|
|
2023
Q3 | $32.3K | Sell |
1,817
-472
| -21% | -$8.38K | ﹤0.01% | 2232 |
|
|
2023
Q2 | $44.7K | Sell |
2,289
-783
| -25% | -$15.3K | ﹤0.01% | 2117 |
|
|
2023
Q1 | $59.9K | Sell |
3,072
-886
| -22% | -$17.3K | ﹤0.01% | 1923 |
|
|
2022
Q4 | $49.2K | Buy |
+3,958
| New | +$49.2K | ﹤0.01% | 1724 |
|