PFG Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $563K | Buy |
26,212
+1,491
| +6% | +$32.7K | 0.03% | 517 |
|
|
2025
Q4 | $516K | Buy |
24,721
+9,542
| +63% | +$202K | 0.03% | 525 |
|
|
2025
Q3 | $327K | Buy |
+15,179
| New | +$324K | 0.01% | 658 |
|
|
2025
Q2 | – | Sell |
-15,919
| Closed | -$342K | – | 737 |
|
|
2025
Q1 | $342K | Buy |
15,919
+2,270
| +17% | +$48.5K | 0.02% | 565 |
|
|
2024
Q4 | $287K | Sell |
13,649
-180
| -1% | -$4.02K | 0.02% | 594 |
|
|
2024
Q3 | $320K | Buy |
13,829
+1,295
| +10% | +$28.3K | 0.02% | 573 |
|
|
2024
Q2 | $250K | Buy |
12,534
+30
| +0.2% | +$585 | 0.02% | 601 |
|
|
2024
Q1 | $254K | Buy |
12,504
+1,671
| +15% | +$33.5K | 0.02% | 565 |
|
|
2023
Q4 | $224K | Sell |
10,833
-217
| -2% | -$4.03K | 0.02% | 566 |
|
|
2023
Q3 | $196K | Sell |
11,050
-1,935
| -15% | -$37.2K | 0.02% | 580 |
|
|
2023
Q2 | $254K | Sell |
12,985
-2,695
| -17% | -$51.7K | 0.02% | 567 |
|
|
2023
Q1 | $306K | Sell |
15,680
-1,077
| -6% | -$21.6K | 0.03% | 485 |
|
|
2022
Q4 | $323K | Sell |
16,757
-499
| -3% | -$9.6K | 0.03% | 437 |
|
|
2022
Q3 | $323K | Buy |
+17,256
| New | +$373K | 0.04% | 404 |
|
|
2022
Q1 | – | Sell |
-13,920
| Closed | -$367K | – | 514 |
|
|
2021
Q4 | $367K | Sell |
13,920
-488
| -3% | -$12K | 0.04% | 406 |
|
|
2021
Q3 | $329K | Sell |
14,408
-1,996
| -12% | -$47.6K | 0.04% | 400 |
|
|
2021
Q2 | $376K | Sell |
16,404
-930
| -5% | -$20.7K | 0.04% | 366 |
|
|
2021
Q1 | $356K | Sell |
17,334
-1,294
| -7% | -$25.3K | 0.05% | 346 |
|
|
2020
Q4 | $354K | Sell |
18,628
-1,108
| -6% | -$20.5K | 0.06% | 283 |
|
|
2020
Q3 | $362K | Sell |
19,736
-946
| -5% | -$17K | 0.07% | 267 |
|
|
2020
Q2 | $362K | Sell |
20,682
-1,406
| -6% | -$24.4K | 0.08% | 228 |
|
|
2020
Q1 | $370K | Sell |
22,088
-9,242
| -29% | -$197K | 0.1% | 206 |
|
|
2019
Q4 | $710K | Buy |
31,330
+1,086
| +4% | +$25.3K | 0.17% | 151 |
|
|
2019
Q3 | $710K | Buy |
30,244
+1,678
| +6% | +$38.5K | 0.2% | 146 |
|
|
2019
Q2 | $642K | Buy |
28,566
+1,226
| +4% | +$27.4K | 0.17% | 155 |
|
|
2019
Q1 | $606K | Buy |
27,340
+1,362
| +5% | +$28.9K | 0.18% | 153 |
|
|
2018
Q4 | $561K | Buy |
25,978
+388
| +2% | +$7.92K | 0.18% | 159 |
|
|
2018
Q3 | $512K | Buy |
25,590
+528
| +2% | +$11.2K | 0.4% | 73 |
|
|
2018
Q2 | $524K | Buy |
25,062
+152
| +0.6% | +$3.01K | 0.46% | 62 |
|
|
2018
Q1 | $476K | Buy |
24,910
+1,086
| +5% | +$20.9K | 0.45% | 63 |
|
|
2017
Q4 | $496K | Buy |
+23,824
| New | +$495K | 0.52% | 58 |
|
Other funds holding SCHH
DI
BEI