Passive Capital 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 | $5.73M | Buy |
269,253
+14,917
| +6% | +$317K | 1.78% | 13 |
|
|
2025
Q1 | $5.47M | Buy |
254,336
+34,257
| +16% | +$737K | 1.73% | 14 |
|
|
2024
Q4 | $4.63M | Buy |
220,079
+9,214
| +4% | +$194K | 1.63% | 14 |
|
|
2024
Q3 | $4.89M | Buy |
210,865
+1,387
| +0.7% | +$32.1K | 1.71% | 13 |
|
|
2024
Q2 | $4.18M | Buy |
209,478
+33,295
| +19% | +$665K | 1.55% | 14 |
|
|
2024
Q1 | $3.58M | Buy |
176,183
+475
| +0.3% | +$9.64K | 1.4% | 15 |
|
|
2023
Q4 | $3.64M | Buy |
175,708
+66,682
| +61% | +$1.38M | 1.48% | 15 |
|
|
2023
Q3 | $1.94M | Buy |
109,026
+552
| +0.5% | +$9.8K | 0.87% | 18 |
|
|
2023
Q2 | $2.12M | Buy |
108,474
+661
| +0.6% | +$12.9K | 0.9% | 18 |
|
|
2023
Q1 | $2.1M | Buy |
107,813
+3,963
| +4% | +$77.3K | 0.92% | 18 |
|
|
2022
Q4 | $2M | Sell |
103,850
-111,232
| -52% | -$2.15M | 0.91% | 18 |
|
|
2022
Q3 | $4.02M | Buy |
215,082
+30,260
| +16% | +$566K | 2.12% | 13 |
|
|
2022
Q2 | $3.9M | Buy |
184,822
+55,814
| +43% | +$1.18M | 1.98% | 12 |
|
|
2022
Q1 | $3.21M | Buy |
129,008
+86,118
| +201% | +$2.14M | 1.72% | 13 |
|
|
2021
Q4 | $1.13M | Buy |
+42,890
| New | +$1.13M | 0.64% | 21 |
|