North Star 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 | – | Sell |
-999
| Closed | -$21.5K | – | 1247 |
|
|
2025
Q1 | $21.5K | Buy |
999
+5
| +0.5% | +$108 | ﹤0.01% | 746 |
|
|
2024
Q4 | $20.9K | Hold |
994
| – | – | ﹤0.01% | 752 |
|
|
2024
Q3 | $23K | Hold |
994
| – | – | ﹤0.01% | 710 |
|
|
2024
Q2 | $19.9K | Hold |
994
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $20.2K | Hold |
994
| – | – | ﹤0.01% | 742 |
|
|
2023
Q4 | $20.6K | Hold |
994
| – | – | ﹤0.01% | 714 |
|
|
2023
Q3 | $17.6K | Hold |
994
| – | – | ﹤0.01% | 742 |
|
|
2023
Q2 | $19.4K | Hold |
994
| – | – | ﹤0.01% | 751 |
|
|
2023
Q1 | $19.4K | Hold |
994
| – | – | ﹤0.01% | 765 |
|
|
2022
Q4 | $19.2K | Hold |
994
| – | – | ﹤0.01% | 745 |
|
|
2022
Q3 | $19K | Hold |
994
| – | – | ﹤0.01% | 710 |
|
|
2022
Q2 | $21K | Buy |
+994
| New | +$21K | ﹤0.01% | 706 |
|