Parallel Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $600K | Sell |
28,353
-7,765
| -21% | -$164K | 0.01% | 564 |
|
|
2025
Q1 | $777K | Buy |
36,118
+8,193
| +29% | +$176K | 0.02% | 457 |
|
|
2024
Q4 | $588K | Buy |
27,925
+1,606
| +6% | +$33.8K | 0.01% | 536 |
|
|
2024
Q3 | $610K | Buy |
26,319
+1,285
| +5% | +$29.8K | 0.01% | 510 |
|
|
2024
Q2 | $500K | Sell |
25,034
-1,078
| -4% | -$21.5K | 0.01% | 535 |
|
|
2024
Q1 | $530K | Buy |
26,112
+75
| +0.3% | +$1.52K | 0.01% | 524 |
|
|
2023
Q4 | $539K | Sell |
26,037
-2,108
| -7% | -$43.7K | 0.02% | 468 |
|
|
2023
Q3 | $500K | Sell |
28,145
-886
| -3% | -$15.7K | 0.02% | 459 |
|
|
2023
Q2 | $567K | Buy |
29,031
+450
| +2% | +$8.79K | 0.02% | 438 |
|
|
2023
Q1 | $557K | Buy |
28,581
+2,478
| +9% | +$48.3K | 0.02% | 437 |
|
|
2022
Q4 | $504K | Sell |
26,103
-6,555
| -20% | -$126K | 0.02% | 409 |
|
|
2022
Q3 | $610K | Sell |
32,658
-4,426
| -12% | -$82.7K | 0.03% | 341 |
|
|
2022
Q2 | $782K | Buy |
37,084
+10,675
| +40% | +$225K | 0.04% | 285 |
|
|
2022
Q1 | $666K | Sell |
26,409
-89
| -0.3% | -$2.24K | 0.03% | 351 |
|
|
2021
Q4 | $698K | Buy |
26,498
+104
| +0.4% | +$2.74K | 0.03% | 347 |
|
|
2021
Q3 | $603K | Sell |
26,394
-1,040
| -4% | -$23.8K | 0.02% | 360 |
|
|
2021
Q2 | $628K | Sell |
27,434
-2,338
| -8% | -$53.5K | 0.03% | 339 |
|
|
2021
Q1 | $612K | Buy |
29,772
+12,506
| +72% | +$257K | 0.03% | 315 |
|
|
2020
Q4 | $328K | Buy |
17,266
+146
| +0.9% | +$2.77K | 0.02% | 426 |
|
|
2020
Q3 | $303K | Buy |
17,120
+152
| +0.9% | +$2.69K | 0.02% | 419 |
|
|
2020
Q2 | $298K | Buy |
16,968
+124
| +0.7% | +$2.18K | 0.02% | 422 |
|
|
2020
Q1 | $275K | Buy |
16,844
+12,444
| +283% | +$203K | 0.02% | 368 |
|
|
2019
Q4 | $101K | Sell |
4,400
-2,184
| -33% | -$50.1K | 0.01% | 757 |
|
|
2019
Q3 | $155K | Buy |
6,584
+632
| +11% | +$14.9K | 0.01% | 554 |
|
|
2019
Q2 | $132K | Buy |
5,952
+5,310
| +827% | +$118K | 0.01% | 566 |
|
|
2019
Q1 | $14K | Buy |
642
+2
| +0.3% | +$44 | ﹤0.01% | 1376 |
|
|
2018
Q4 | $12K | Buy |
640
+278
| +77% | +$5.21K | ﹤0.01% | 1254 |
|
|
2018
Q3 | $8K | Sell |
362
-1,380
| -79% | -$30.5K | ﹤0.01% | 1527 |
|
|
2018
Q2 | $36K | Sell |
1,742
-464
| -21% | -$9.59K | 0.01% | 846 |
|
|
2018
Q1 | $42K | Sell |
2,206
-748
| -25% | -$14.2K | 0.01% | 758 |
|
|
2017
Q4 | $61K | Sell |
2,954
-7,616
| -72% | -$157K | 0.01% | 634 |
|
|
2017
Q3 | $223K | Sell |
10,570
-14,490
| -58% | -$306K | 0.04% | 298 |
|
|
2017
Q2 | $521K | Buy |
25,060
+1,068
| +4% | +$22.2K | 0.1% | 157 |
|
|
2017
Q1 | $484K | Buy |
23,992
+15,776
| +192% | +$318K | 0.1% | 156 |
|
|
2016
Q4 | $169K | Buy |
+8,216
| New | +$169K | 0.04% | 276 |
|