O'Shaughnessy Asset Management’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
Q2 | $54.7K | Buy |
|
|||||
|
2025
Q1 | $40.6K | Buy |
|
|||||
|
2024
Q4 | $24.9K | Buy |
|
|||||
|
2024
Q3 | $23.6K | Sell |
|
|||||
|
2024
Q2 | $20.9K | Buy |
|
|||||
|
2024
Q1 | $17.4K | Sell |
|
|||||
|
2023
Q4 | $18.5K | Hold |
|
|||||
|
2023
Q3 | $15.9K | Buy |
|
|||||
|
2023
Q2 | $5.74K | Buy |
|
|||||
|
2023
Q1 | $5.11K | Sell |
|
|||||
|
2022
Q4 | $5.21K | Sell |
|
|||||
|
2022
Q3 | $6K | Buy |
|
|||||
|
2022
Q2 | $6K | Hold |
|
|||||
|
2022
Q1 | $7K | Hold |
|
|||||
|
2021
Q4 | $7K | Hold |
|
|||||
|
2021
Q3 | $6K | Hold |
|
|||||
|
2021
Q2 | $6K | Hold |
|
|||||
|
2021
Q1 | $5K | Buy |
|