Palisades Hudson 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 | $201K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $619K | Sell |
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|
2024
Q3 | $687K | Buy |
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $605K | Buy |
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|
2023
Q3 | $515K | Buy |
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|
2023
Q2 | $563K | Buy |
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|
2023
Q1 | $528K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $508K | Buy |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $669K | Buy |
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|
2021
Q4 | $708K | Sell |
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|
2021
Q3 | $642K | Buy |
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|
2021
Q2 | $642K | Buy |
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|
2021
Q1 | $508K | Buy |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $433K | Buy |
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|
2020
Q2 | $393K | Buy |
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|
2020
Q1 | $364K | Sell |
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|
2019
Q4 | $520K | Buy |
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|
2019
Q3 | $531K | Sell |
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|
2019
Q2 | $503K | Sell |
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|
2019
Q1 | $509K | Buy |
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|
2018
Q4 | $424K | Buy |
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|
2018
Q3 | $329K | Buy |
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|
2018
Q2 | $327K | Buy |
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|
2018
Q1 | $278K | Buy |
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|
2017
Q4 | $296K | Buy |
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|
2017
Q3 | $290K | Sell |
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|
2017
Q2 | $388K | Sell |
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|
2017
Q1 | $399K | Sell |
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|
2016
Q4 | $404K | Buy |
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|
2016
Q3 | $370K | Sell |
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|
2016
Q2 | $383K | Sell |
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|
2016
Q1 | $373K | Buy |
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|
2015
Q4 | $249K | Buy |
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|
2015
Q3 | $233K | Sell |
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|
2015
Q2 | $232K | Buy |
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|
2015
Q1 | $259K | Buy |
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|
2014
Q4 | $225K | Sell |
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|
2014
Q3 | $213K | Sell |
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|
2014
Q2 | $226K | Buy |
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|
2014
Q1 | $211K | Buy |
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