Prime Capital Investment 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 |
-164,539
| Closed | -$3.54M | – | 1060 |
|
|
2025
Q1 | $3.54M | Buy |
164,539
+152,995
| +1,325% | +$3.29M | 0.04% | 277 |
|
|
2024
Q4 | $243K | Sell |
11,544
-6,611
| -36% | -$139K | ﹤0.01% | 791 |
|
|
2024
Q3 | $421K | Sell |
18,155
-5,929
| -25% | -$137K | 0.01% | 633 |
|
|
2024
Q2 | $481K | Sell |
24,084
-108,860
| -82% | -$2.17M | 0.01% | 589 |
|
|
2024
Q1 | $2.7M | Buy |
132,944
+114,336
| +614% | +$2.32M | 0.04% | 295 |
|
|
2023
Q4 | $385K | Sell |
18,608
-1,023
| -5% | -$21.2K | 0.01% | 658 |
|
|
2023
Q3 | $348K | Sell |
19,631
-36,107
| -65% | -$641K | 0.01% | 547 |
|
|
2023
Q2 | $1.09M | Buy |
+55,738
| New | +$1.09M | 0.02% | 345 |
|
|
2022
Q2 | – | Sell |
-11,650
| Closed | -$614K | – | 413 |
|
|
2022
Q1 | $614K | Sell |
11,650
-11,650
| -50% | -$614K | 0.03% | 213 |
|
|
2021
Q4 | $614K | Buy |
+23,300
| New | +$614K | 0.03% | 216 |
|
|
2021
Q2 | – | Sell |
-3,992
| Closed | -$82K | – | 513 |
|
|
2021
Q1 | $82K | Sell |
3,992
-128
| -3% | -$2.63K | 0.01% | 294 |
|
|
2020
Q4 | $78K | Sell |
4,120
-588
| -12% | -$11.1K | 0.01% | 291 |
|
|
2020
Q3 | $83K | Sell |
4,708
-1,536
| -25% | -$27.1K | 0.01% | 286 |
|
|
2020
Q2 | $110K | Sell |
6,244
-33,436
| -84% | -$589K | 0.01% | 270 |
|
|
2020
Q1 | $650K | Sell |
39,680
-88,684
| -69% | -$1.45M | 0.08% | 136 |
|
|
2019
Q4 | $2.95M | Sell |
128,364
-77,150
| -38% | -$1.77M | 0.34% | 71 |
|
|
2019
Q3 | $4.85M | Sell |
205,514
-59,560
| -22% | -$1.4M | 0.75% | 33 |
|
|
2019
Q2 | $5.89M | Buy |
+265,074
| New | +$5.89M | 1.07% | 21 |
|