Palisades Hudson Asset Management’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 | $201K | Buy |
+9,505
| New | +$201K | 0.08% | 108 |
|
|
2025
Q1 | – | Sell |
-29,387
| Closed | -$619K | – | 106 |
|
|
2024
Q4 | $619K | Sell |
29,387
-272
| -0.9% | -$5.73K | 0.26% | 44 |
|
|
2024
Q3 | $687K | Buy |
29,659
+322
| +1% | +$7.46K | 0.29% | 43 |
|
|
2024
Q2 | $586K | Hold |
29,337
| – | – | 0.27% | 46 |
|
|
2024
Q1 | $596K | Buy |
29,337
+112
| +0.4% | +$2.28K | 0.27% | 47 |
|
|
2023
Q4 | $605K | Buy |
29,225
+234
| +0.8% | +$4.84K | 0.29% | 46 |
|
|
2023
Q3 | $515K | Buy |
28,991
+160
| +0.6% | +$2.84K | 0.28% | 47 |
|
|
2023
Q2 | $563K | Buy |
28,831
+1,757
| +6% | +$34.3K | 0.29% | 44 |
|
|
2023
Q1 | $528K | Sell |
27,074
-240
| -0.9% | -$4.68K | 0.28% | 48 |
|
|
2022
Q4 | $527K | Buy |
27,314
+157
| +0.6% | +$3.03K | 0.29% | 48 |
|
|
2022
Q3 | $508K | Buy |
27,157
+147
| +0.5% | +$2.75K | 0.31% | 41 |
|
|
2022
Q2 | $570K | Buy |
27,010
+124
| +0.5% | +$2.62K | 0.32% | 43 |
|
|
2022
Q1 | $669K | Buy |
26,886
+24
| +0.1% | +$597 | 0.31% | 39 |
|
|
2021
Q4 | $708K | Sell |
26,862
-1,260
| -4% | -$33.2K | 0.3% | 39 |
|
|
2021
Q3 | $642K | Buy |
28,122
+96
| +0.3% | +$2.19K | 0.29% | 40 |
|
|
2021
Q2 | $642K | Buy |
28,026
+3,296
| +13% | +$75.5K | 0.29% | 40 |
|
|
2021
Q1 | $508K | Buy |
24,730
+66
| +0.3% | +$1.36K | 0.24% | 50 |
|
|
2020
Q4 | $468K | Buy |
24,664
+170
| +0.7% | +$3.23K | 0.24% | 52 |
|
|
2020
Q3 | $433K | Buy |
24,494
+2,170
| +10% | +$38.4K | 0.28% | 48 |
|
|
2020
Q2 | $393K | Buy |
22,324
+102
| +0.5% | +$1.8K | 0.27% | 49 |
|
|
2020
Q1 | $364K | Sell |
22,222
-386
| -2% | -$6.32K | 0.31% | 43 |
|
|
2019
Q4 | $520K | Buy |
22,608
+112
| +0.5% | +$2.58K | 0.33% | 41 |
|
|
2019
Q3 | $531K | Sell |
22,496
-160
| -0.7% | -$3.78K | 0.37% | 37 |
|
|
2019
Q2 | $503K | Sell |
22,656
-250
| -1% | -$5.55K | 0.35% | 39 |
|
|
2019
Q1 | $509K | Buy |
22,906
+894
| +4% | +$19.9K | 0.33% | 35 |
|
|
2018
Q4 | $424K | Buy |
22,012
+6,264
| +40% | +$121K | 0.25% | 51 |
|
|
2018
Q3 | $329K | Buy |
15,748
+90
| +0.6% | +$1.88K | 0.17% | 80 |
|
|
2018
Q2 | $327K | Buy |
15,658
+1,136
| +8% | +$23.7K | 0.18% | 79 |
|
|
2018
Q1 | $278K | Buy |
14,522
+308
| +2% | +$5.9K | 0.15% | 90 |
|
|
2017
Q4 | $296K | Buy |
14,214
+88
| +0.6% | +$1.83K | 0.16% | 84 |
|
|
2017
Q3 | $290K | Sell |
14,126
-4,692
| -25% | -$96.3K | 0.16% | 82 |
|
|
2017
Q2 | $388K | Sell |
18,818
-728
| -4% | -$15K | 0.23% | 55 |
|
|
2017
Q1 | $399K | Sell |
19,546
-150
| -0.8% | -$3.06K | 0.25% | 47 |
|
|
2016
Q4 | $404K | Buy |
19,696
+2,348
| +14% | +$48.2K | 0.25% | 45 |
|
|
2016
Q3 | $370K | Sell |
17,348
-268
| -2% | -$5.72K | 0.28% | 43 |
|
|
2016
Q2 | $383K | Sell |
17,616
-420
| -2% | -$9.13K | 0.31% | 42 |
|
|
2016
Q1 | $373K | Buy |
18,036
+5,452
| +43% | +$113K | 0.29% | 46 |
|
|
2015
Q4 | $249K | Buy |
12,584
+78
| +0.6% | +$1.54K | 0.21% | 75 |
|
|
2015
Q3 | $233K | Sell |
12,506
-310
| -2% | -$5.78K | 0.21% | 73 |
|
|
2015
Q2 | $232K | Buy |
12,816
+50
| +0.4% | +$905 | 0.2% | 79 |
|
|
2015
Q1 | $259K | Buy |
12,766
+1,226
| +11% | +$24.9K | 0.2% | 69 |
|
|
2014
Q4 | $225K | Sell |
11,540
-974
| -8% | -$19K | 0.18% | 77 |
|
|
2014
Q3 | $213K | Sell |
12,514
-278
| -2% | -$4.73K | 0.17% | 77 |
|
|
2014
Q2 | $226K | Buy |
12,792
+40
| +0.3% | +$707 | 0.19% | 65 |
|
|
2014
Q1 | $211K | Buy |
+12,752
| New | +$211K | 0.18% | 68 |
|