Patriot Investment Management Group’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 | $1.91M | Sell |
90,368
-980
| -1% | -$20.7K | 0.13% | 68 |
|
|
2025
Q1 | $1.96M | Sell |
91,348
-4,669
| -5% | -$100K | 0.15% | 66 |
|
|
2024
Q4 | $2.02M | Sell |
96,017
-2,548
| -3% | -$53.7K | 0.15% | 65 |
|
|
2024
Q3 | $2.28M | Sell |
98,565
-1,468
| -1% | -$34K | 0.17% | 61 |
|
|
2024
Q2 | $2M | Buy |
100,033
+3,075
| +3% | +$61.4K | 0.16% | 63 |
|
|
2024
Q1 | $1.97M | Sell |
96,958
-1,895
| -2% | -$38.5K | 0.16% | 65 |
|
|
2023
Q4 | $2.05M | Sell |
98,853
-19,397
| -16% | -$402K | 0.17% | 63 |
|
|
2023
Q3 | $2.1M | Sell |
118,250
-17,281
| -13% | -$307K | 0.19% | 57 |
|
|
2023
Q2 | $2.65M | Buy |
135,531
+16,488
| +14% | +$322K | 0.22% | 56 |
|
|
2023
Q1 | $2.32M | Sell |
119,043
-12,713
| -10% | -$248K | 0.2% | 63 |
|
|
2022
Q4 | $2.77M | Buy |
131,756
+15,552
| +13% | +$327K | 0.24% | 53 |
|
|
2022
Q3 | $2.17M | Sell |
116,204
-11,425
| -9% | -$213K | 0.22% | 61 |
|
|
2022
Q2 | $2.69M | Buy |
127,629
+30,176
| +31% | +$636K | 0.26% | 53 |
|
|
2022
Q1 | $2.43M | Sell |
97,453
-1,129
| -1% | -$28.1K | 0.21% | 58 |
|
|
2021
Q4 | $2.6M | Buy |
98,582
+492
| +0.5% | +$13K | 0.22% | 55 |
|
|
2021
Q3 | $2.24M | Sell |
98,090
-2,624
| -3% | -$59.9K | 0.2% | 61 |
|
|
2021
Q2 | $2.31M | Buy |
100,714
+804
| +0.8% | +$18.4K | 0.21% | 58 |
|
|
2021
Q1 | $2.05M | Buy |
99,910
+70,628
| +241% | +$1.45M | 0.2% | 65 |
|
|
2020
Q4 | $555K | Sell |
29,282
-63,876
| -69% | -$1.21M | 0.08% | 111 |
|
|
2020
Q3 | $1.65M | Sell |
93,158
-10,222
| -10% | -$181K | 0.2% | 63 |
|
|
2020
Q2 | $1.82M | Buy |
103,380
+3,876
| +4% | +$68.3K | 0.23% | 57 |
|
|
2020
Q1 | $1.63M | Sell |
99,504
-31,726
| -24% | -$519K | 0.25% | 55 |
|
|
2019
Q4 | $3.02M | Sell |
131,230
-1,064
| -0.8% | -$24.4K | 0.39% | 44 |
|
|
2019
Q3 | $3.12M | Buy |
132,294
+2,922
| +2% | +$68.8K | 0.43% | 42 |
|
|
2019
Q2 | $2.87M | Buy |
129,372
+4,656
| +4% | +$103K | 0.4% | 43 |
|
|
2019
Q1 | $2.77M | Buy |
+124,716
| New | +$2.77M | 0.41% | 43 |
|