Principal Securities’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 | $10.4M | Buy |
493,298
+49,691
| +11% | +$1.05M | 0.2% | 101 |
|
|
2025
Q1 | $9.34M | Buy |
443,607
+4,692
| +1% | +$98.8K | 0.21% | 99 |
|
|
2024
Q4 | $9.24M | Buy |
438,915
+12,930
| +3% | +$272K | 0.21% | 98 |
|
|
2024
Q3 | $9.87M | Buy |
425,985
+339,026
| +390% | +$7.86M | 0.24% | 85 |
|
|
2024
Q2 | $1.74M | Sell |
86,959
-7,038
| -7% | -$141K | 0.05% | 332 |
|
|
2024
Q1 | $1.91M | Sell |
93,997
-1,757
| -2% | -$35.7K | 0.06% | 283 |
|
|
2023
Q4 | $1.98M | Buy |
+95,754
| New | +$1.98M | 0.07% | 252 |
|