Plante Moran Financial Advisors’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 | – | Sell |
-86
| Closed | -$1.85K | – | 849 |
|
|
2025
Q1 | $1.85K | Hold |
86
| – | – | ﹤0.01% | 696 |
|
|
2024
Q4 | $1.81K | Buy |
+86
| New | +$1.81K | ﹤0.01% | 791 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 926 |
|
|
2024
Q2 | – | Sell |
-551
| Closed | -$11.2K | – | 876 |
|
|
2024
Q1 | $11.2K | Buy |
551
+332
| +152% | +$6.74K | ﹤0.01% | 592 |
|
|
2023
Q4 | $4.54K | Buy |
+219
| New | +$4.54K | ﹤0.01% | 650 |
|
|
2023
Q1 | – | Sell |
-1,120
| Closed | -$21.6K | – | 926 |
|
|
2022
Q4 | $21.6K | Buy |
1,120
+1,017
| +987% | +$19.6K | ﹤0.01% | 443 |
|
|
2022
Q3 | $2K | Buy |
+103
| New | +$2K | ﹤0.01% | 795 |
|
|
2022
Q2 | – | Sell |
-404
| Closed | -$10K | – | 1055 |
|
|
2022
Q1 | $10K | Buy |
+404
| New | +$10K | ﹤0.01% | 606 |
|
|
2020
Q1 | – | Sell |
-232
| Closed | -$5K | – | 832 |
|
|
2019
Q4 | $5K | Buy |
+232
| New | +$5K | ﹤0.01% | 619 |
|
|
2019
Q2 | – | Sell |
-924
| Closed | -$21K | – | 832 |
|
|
2019
Q1 | $21K | Buy |
924
+876
| +1,825% | +$19.9K | 0.01% | 460 |
|
|
2018
Q4 | $1K | Sell |
48
-334
| -87% | -$6.96K | ﹤0.01% | 827 |
|
|
2018
Q3 | $8K | Sell |
382
-344
| -47% | -$7.2K | ﹤0.01% | 529 |
|
|
2018
Q2 | $15K | Buy |
+726
| New | +$15K | 0.01% | 503 |
|
|
2018
Q1 | – | Sell |
-1,238
| Closed | -$26K | – | 1001 |
|
|
2017
Q4 | $26K | Buy |
+1,238
| New | +$26K | 0.01% | 464 |
|