NorthRock Partners’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 | $138K | Buy |
6,535
+604
| +10% | +$12.8K | ﹤0.01% | 679 |
|
|
2025
Q1 | $128K | Buy |
5,931
+1
| +0% | +$22 | ﹤0.01% | 605 |
|
|
2024
Q4 | $125K | Buy |
5,930
+168
| +3% | +$3.54K | ﹤0.01% | 595 |
|
|
2024
Q3 | $134K | Buy |
5,762
+2,686
| +87% | +$62.2K | ﹤0.01% | 629 |
|
|
2024
Q2 | $62K | Buy |
3,076
+3,049
| +11,293% | +$61.5K | ﹤0.01% | 643 |
|
|
2024
Q1 | $548 | Sell |
27
-4
| -13% | -$81 | ﹤0.01% | 800 |
|
|
2023
Q4 | $651 | Buy |
+31
| New | +$651 | ﹤0.01% | 739 |
|