Orion Portfolio Solutions’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
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.11M | Buy |
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|
2024
Q3 | $1.01M | Buy |
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|
2024
Q2 | $732K | Buy |
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|
2024
Q1 | $743K | Buy |
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|
2023
Q4 | $652K | Sell |
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|
2023
Q3 | $666K | Buy |
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|
2023
Q2 | $723K | Buy |
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|
2023
Q1 | $576K | Buy |
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|
2022
Q4 | $535K | Buy |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $634K | Buy |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $351K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $62K | Buy |
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|
2020
Q1 | $46K | Sell |
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|
2019
Q4 | $132K | Buy |
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