OneDigital Investment 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 | $360K | Sell |
17,007
-7,152
| -30% | -$151K | ﹤0.01% | 1056 |
|
|
2025
Q1 | $520K | Sell |
24,159
-53,729
| -69% | -$1.16M | 0.01% | 843 |
|
|
2024
Q4 | $1.64M | Buy |
77,888
+127
| +0.2% | +$2.68K | 0.02% | 475 |
|
|
2024
Q3 | $1.8M | Sell |
77,761
-1,841
| -2% | -$42.7K | 0.02% | 464 |
|
|
2024
Q2 | $1.59M | Buy |
79,602
+11,840
| +17% | +$236K | 0.02% | 481 |
|
|
2024
Q1 | $1.38M | Buy |
67,762
+2,457
| +4% | +$49.9K | 0.02% | 418 |
|
|
2023
Q4 | $1.35M | Buy |
65,305
+1,804
| +3% | +$37.4K | 0.02% | 391 |
|
|
2023
Q3 | $1.13M | Sell |
63,501
-9,583
| -13% | -$170K | 0.02% | 390 |
|
|
2023
Q2 | $1.43M | Buy |
73,084
+2,936
| +4% | +$57.3K | 0.03% | 344 |
|
|
2023
Q1 | $1.37M | Buy |
70,148
+530
| +0.8% | +$10.3K | 0.03% | 340 |
|
|
2022
Q4 | $1.34M | Buy |
69,618
+6,077
| +10% | +$117K | 0.04% | 305 |
|
|
2022
Q3 | $1.19M | Buy |
63,541
+6,799
| +12% | +$127K | 0.04% | 258 |
|
|
2022
Q2 | $1.2M | Buy |
56,742
+682
| +1% | +$14.4K | 0.05% | 226 |
|
|
2022
Q1 | $1.4M | Buy |
56,060
+658
| +1% | +$16.4K | 0.05% | 210 |
|
|
2021
Q4 | $1.46M | Buy |
55,402
+818
| +1% | +$21.6K | 0.05% | 209 |
|
|
2021
Q3 | $1.25M | Buy |
54,584
+1,370
| +3% | +$31.3K | 0.05% | 222 |
|
|
2021
Q2 | $1.22M | Sell |
53,214
-462
| -0.9% | -$10.6K | 0.05% | 221 |
|
|
2021
Q1 | $1.1M | Sell |
53,676
-7,994
| -13% | -$164K | 0.05% | 224 |
|
|
2020
Q4 | $1.17M | Sell |
61,670
-17,530
| -22% | -$333K | 0.06% | 209 |
|
|
2020
Q3 | $1.4M | Sell |
79,200
-67,056
| -46% | -$1.19M | 0.1% | 165 |
|
|
2020
Q2 | $2.58M | Buy |
146,256
+1,422
| +1% | +$25K | 0.19% | 108 |
|
|
2020
Q1 | $2.37M | Sell |
144,834
-1,380
| -0.9% | -$22.6K | 0.21% | 103 |
|
|
2019
Q4 | $3.36M | Buy |
146,214
+1,618
| +1% | +$37.2K | 0.26% | 80 |
|
|
2019
Q3 | $3.41M | Buy |
144,596
+72,496
| +101% | +$1.71M | 0.31% | 79 |
|
|
2019
Q2 | $1.6M | Buy |
72,100
+54,534
| +310% | +$1.21M | 0.12% | 102 |
|
|
2019
Q1 | $390K | Sell |
17,566
-104
| -0.6% | -$2.31K | 0.06% | 201 |
|
|
2018
Q4 | $340K | Buy |
17,670
+1,454
| +9% | +$28K | 0.06% | 202 |
|
|
2018
Q3 | $338K | Buy |
16,216
+112
| +0.7% | +$2.33K | 0.08% | 130 |
|
|
2018
Q2 | $336K | Sell |
16,104
-6,820
| -30% | -$142K | 0.07% | 158 |
|
|
2018
Q1 | $438K | Buy |
22,924
+618
| +3% | +$11.8K | 0.1% | 143 |
|
|
2017
Q4 | $464K | Sell |
22,306
-2,786
| -11% | -$58K | 0.05% | 136 |
|
|
2017
Q3 | $516K | Sell |
25,092
-11,112
| -31% | -$229K | 0.19% | 76 |
|
|
2017
Q2 | $746K | Buy |
+36,204
| New | +$746K | 0.22% | 76 |
|