Pacific Capital Wealth 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 | $2.5M | Sell |
118,138
-6,156
| -5% | -$130K | 0.46% | 21 |
|
|
2025
Q1 | $2.67M | Hold |
124,294
| – | – | 0.46% | 24 |
|
|
2024
Q4 | $2.62M | Hold |
124,294
| – | – | 0.44% | 26 |
|
|
2024
Q3 | $2.88M | Hold |
124,294
| – | – | 0.48% | 26 |
|
|
2024
Q2 | $2.48M | Buy |
124,294
+15,847
| +15% | +$316K | 0.45% | 25 |
|
|
2024
Q1 | $2.2M | Hold |
108,447
| – | – | 0.52% | 26 |
|
|
2023
Q4 | $2.25M | Buy |
108,447
+3,678
| +4% | +$76.2K | 0.57% | 26 |
|
|
2023
Q3 | $1.86M | Sell |
104,769
-58,408
| -36% | -$1.04M | 0.52% | 31 |
|
|
2023
Q2 | $3.19M | Sell |
163,177
-7,399
| -4% | -$145K | 0.81% | 25 |
|
|
2023
Q1 | $3.33M | Hold |
170,576
| – | – | 0.86% | 25 |
|
|
2022
Q4 | $3.29M | Buy |
+170,576
| New | +$3.29M | 0.85% | 26 |
|