Optimum 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 | $58.3K | Buy |
2,755
+102
| +4% | +$2.16K | 0.03% | 323 |
|
|
2025
Q1 | $57.1K | Buy |
2,653
+103
| +4% | +$2.22K | 0.03% | 318 |
|
|
2024
Q4 | $53.7K | Sell |
2,550
-39
| -2% | -$821 | 0.02% | 331 |
|
|
2024
Q3 | $60K | Buy |
2,589
+86
| +3% | +$1.99K | 0.03% | 335 |
|
|
2024
Q2 | $50K | Buy |
2,503
+94
| +4% | +$1.88K | 0.02% | 357 |
|
|
2024
Q1 | $48.9K | Buy |
2,409
+92
| +4% | +$1.87K | 0.02% | 369 |
|
|
2023
Q4 | $48K | Buy |
2,317
+116
| +5% | +$2.4K | 0.02% | 357 |
|
|
2023
Q3 | $39.1K | Sell |
2,201
-17
| -0.8% | -$302 | 0.02% | 393 |
|
|
2023
Q2 | $43.3K | Buy |
2,218
+4
| +0.2% | +$78 | 0.02% | 388 |
|
|
2023
Q1 | $43.2K | Buy |
2,214
+89
| +4% | +$1.74K | 0.02% | 387 |
|
|
2022
Q4 | $41K | Buy |
2,125
+92
| +5% | +$1.78K | 0.02% | 405 |
|
|
2022
Q3 | $38K | Buy |
2,033
+78
| +4% | +$1.46K | 0.02% | 421 |
|
|
2022
Q2 | $41K | Buy |
1,955
+69
| +4% | +$1.45K | 0.02% | 426 |
|
|
2022
Q1 | $47K | Buy |
1,886
+48
| +3% | +$1.2K | 0.02% | 440 |
|
|
2021
Q4 | $48K | Buy |
1,838
+66
| +4% | +$1.72K | 0.02% | 470 |
|
|
2021
Q3 | $40K | Buy |
1,772
+1,190
| +204% | +$26.9K | 0.02% | 494 |
|
|
2021
Q2 | $13K | Buy |
582
+18
| +3% | +$402 | ﹤0.01% | 724 |
|
|
2021
Q1 | $12K | Buy |
564
+18
| +3% | +$383 | ﹤0.01% | 743 |
|
|
2020
Q4 | $10K | Buy |
546
+32
| +6% | +$586 | ﹤0.01% | 731 |
|
|
2020
Q3 | $9K | Sell |
514
-78
| -13% | -$1.37K | ﹤0.01% | 712 |
|
|
2020
Q2 | $10K | Buy |
592
+30
| +5% | +$507 | ﹤0.01% | 701 |
|
|
2020
Q1 | $9K | Sell |
562
-84
| -13% | -$1.35K | ﹤0.01% | 699 |
|
|
2019
Q4 | $15K | Sell |
646
-380
| -37% | -$8.82K | ﹤0.01% | 718 |
|
|
2019
Q3 | $24K | Sell |
1,026
-180
| -15% | -$4.21K | 0.01% | 650 |
|
|
2019
Q2 | $27K | Sell |
1,206
-28
| -2% | -$627 | 0.01% | 628 |
|
|
2019
Q1 | $27K | Buy |
1,234
+18
| +1% | +$394 | 0.01% | 639 |
|
|
2018
Q4 | $23K | Buy |
1,216
+28
| +2% | +$530 | 0.01% | 632 |
|
|
2018
Q3 | $25K | Buy |
1,188
+388
| +49% | +$8.17K | 0.01% | 683 |
|
|
2018
Q2 | $17K | Sell |
800
-600
| -43% | -$12.8K | ﹤0.01% | 767 |
|
|
2018
Q1 | $27K | Buy |
+1,400
| New | +$27K | 0.01% | 654 |
|