NFP Retirement Inc’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
Q2 | – | Sell |
-11,243
| Closed | -$242K | – | 302 |
|
|
2025
Q1 | $242K | Buy |
11,243
+60
| +0.5% | +$1.28K | 0.02% | 249 |
|
|
2024
Q4 | $236K | Sell |
11,183
-27
| -0.2% | -$603 | 0.02% | 263 |
|
|
2024
Q3 | $260K | Sell |
11,210
-967
| -8% | -$21.2K | 0.02% | 247 |
|
|
2024
Q2 | $243K | Sell |
12,177
-115
| -0.9% | -$2.24K | 0.02% | 251 |
|
|
2024
Q1 | $250K | Sell |
12,292
-676
| -5% | -$13.6K | 0.02% | 243 |
|
|
2023
Q4 | $269K | Buy |
12,968
+252
| +2% | +$4.68K | 0.05% | 205 |
|
|
2023
Q3 | $226K | Sell |
12,716
-4,980
| -28% | -$95.8K | 0.04% | 209 |
|
|
2023
Q2 | $346K | Sell |
17,696
-2,074
| -10% | -$39.8K | 0.06% | 176 |
|
|
2023
Q1 | $386K | Sell |
19,770
-3,843
| -16% | -$77K | 0.08% | 176 |
|
|
2022
Q4 | $456K | Sell |
23,613
-22,690
| -49% | -$437K | 0.1% | 153 |
|
|
2022
Q3 | $865K | Sell |
46,303
-26,299
| -36% | -$569K | 0.21% | 92 |
|
|
2022
Q2 | $1.53M | Buy |
72,602
+1,625
| +2% | +$37.4K | 0.39% | 61 |
|
|
2022
Q1 | $1.77M | Buy |
70,977
+675
| +1% | +$16.3K | 0.42% | 59 |
|
|
2021
Q4 | $1.85M | Buy |
70,302
+1,036
| +1% | +$25.5K | 0.66% | 35 |
|
|
2021
Q3 | $1.58M | Sell |
69,266
-4,558
| -6% | -$109K | 0.64% | 32 |
|
|
2021
Q2 | $1.69M | Sell |
73,824
-66,470
| -47% | -$1.48M | 0.65% | 33 |
|
|
2021
Q1 | $2.88M | Buy |
140,294
+112,168
| +399% | +$2.19M | 1.25% | 19 |
|
|
2020
Q4 | $534K | Sell |
28,126
-5,910
| -17% | -$109K | 0.33% | 61 |
|
|
2020
Q3 | $602K | Sell |
34,036
-1,410
| -4% | -$25.4K | 0.4% | 57 |
|
|
2020
Q2 | $624K | Sell |
35,446
-7,728
| -18% | -$134K | 0.46% | 50 |
|
|
2020
Q1 | $707K | Sell |
43,174
-348
| -0.8% | -$7.43K | 0.69% | 38 |
|
|
2019
Q4 | $993K | Buy |
+43,522
| New | +$1.01M | 0.92% | 33 |
|
Other funds holding SCHH
BEI
RA