Pure 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 | $4.2M | Buy |
198,592
+11,695
| +6% | +$247K | 0.07% | 112 |
|
|
2025
Q1 | $4.02M | Buy |
186,897
+12,911
| +7% | +$278K | 0.08% | 92 |
|
|
2024
Q4 | $3.66M | Sell |
173,986
-3,119
| -2% | -$65.7K | 0.08% | 91 |
|
|
2024
Q3 | $4.1M | Sell |
177,105
-9,494
| -5% | -$220K | 0.1% | 82 |
|
|
2024
Q2 | $3.73M | Buy |
186,599
+2,982
| +2% | +$59.6K | 0.1% | 83 |
|
|
2024
Q1 | $3.73M | Sell |
183,617
-296
| -0.2% | -$6.01K | 0.12% | 85 |
|
|
2023
Q4 | $3.81M | Buy |
183,913
+80,397
| +78% | +$1.67M | 0.13% | 80 |
|
|
2023
Q3 | $1.84M | Buy |
103,516
+2,824
| +3% | +$50.1K | 0.08% | 98 |
|
|
2023
Q2 | $1.97M | Sell |
100,692
-15,613
| -13% | -$305K | 0.08% | 94 |
|
|
2023
Q1 | $2.27M | Buy |
116,305
+14,057
| +14% | +$274K | 0.11% | 88 |
|
|
2022
Q4 | $1.97M | Buy |
102,248
+11,245
| +12% | +$217K | 0.1% | 88 |
|
|
2022
Q3 | $1.7M | Buy |
91,003
+28,951
| +47% | +$541K | 0.1% | 89 |
|
|
2022
Q2 | $1.31M | Buy |
62,052
+7,213
| +13% | +$152K | 0.08% | 100 |
|
|
2022
Q1 | $1.37M | Buy |
54,839
+12,633
| +30% | +$314K | 0.06% | 97 |
|
|
2021
Q4 | $1.11M | Sell |
42,206
-1,362
| -3% | -$35.9K | 0.06% | 94 |
|
|
2021
Q3 | $995K | Sell |
43,568
-4,330
| -9% | -$98.9K | 0.08% | 92 |
|
|
2021
Q2 | $1.1M | Sell |
47,898
-3,516
| -7% | -$80.5K | 0.09% | 92 |
|
|
2021
Q1 | $1.06M | Sell |
51,414
-2,192
| -4% | -$45K | 0.1% | 86 |
|
|
2020
Q4 | $1.02M | Sell |
53,606
-724
| -1% | -$13.7K | 0.12% | 85 |
|
|
2020
Q3 | $961K | Sell |
54,330
-178
| -0.3% | -$3.15K | 0.14% | 76 |
|
|
2020
Q2 | $960K | Buy |
54,508
+34,424
| +171% | +$606K | 0.15% | 69 |
|
|
2020
Q1 | $329K | Buy |
+20,084
| New | +$329K | 0.06% | 103 |
|
|
2019
Q3 | – | Sell |
-9,084
| Closed | -$202K | – | 135 |
|
|
2019
Q2 | $202K | Buy |
9,084
+22
| +0.2% | +$489 | 0.04% | 133 |
|
|
2019
Q1 | $201K | Buy |
+9,062
| New | +$201K | 0.04% | 133 |
|
|
2018
Q4 | – | Sell |
-12,096
| Closed | -$252K | – | 151 |
|
|
2018
Q3 | $252K | Buy |
+12,096
| New | +$252K | 0.06% | 126 |
|