RA
Rational Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.8M | Sell |
1,550,514
-222,189
| -13% | -$4.7M | 3.25% | 10 |
|
|
2025
Q1 | $38.1M | Buy |
1,772,703
+122,079
| +7% | +$2.63M | 3.85% | 9 |
|
|
2024
Q4 | $34.8M | Sell |
1,650,624
-312,476
| -16% | -$6.58M | 3.4% | 10 |
|
|
2024
Q3 | $45.5M | Buy |
1,963,100
+222,456
| +13% | +$5.15M | 4.38% | 9 |
|
|
2024
Q2 | $34.8M | Sell |
1,740,644
-341,242
| -16% | -$6.81M | 3.39% | 11 |
|
|
2024
Q1 | $42.3M | Buy |
2,081,886
+686,339
| +49% | +$13.9M | 3.92% | 10 |
|
|
2023
Q4 | $28.9M | Sell |
1,395,547
-409,003
| -23% | -$8.47M | 2.94% | 12 |
|
|
2023
Q3 | $32M | Sell |
1,804,550
-157,863
| -8% | -$2.8M | 2.9% | 12 |
|
|
2023
Q2 | $38.3M | Sell |
1,962,413
-509,238
| -21% | -$9.95M | 3.17% | 12 |
|
|
2023
Q1 | $48.2M | Buy |
2,471,651
+176,205
| +8% | +$3.44M | 3.94% | 9 |
|
|
2022
Q4 | $44.3M | Sell |
2,295,446
-792,758
| -26% | -$15.3M | 3.67% | 10 |
|
|
2022
Q3 | $57.7M | Sell |
3,088,204
-420,217
| -12% | -$7.85M | 4.55% | 8 |
|
|
2022
Q2 | $74M | Sell |
3,508,421
-48,356
| -1% | -$1.02M | 5.32% | 7 |
|
|
2022
Q1 | $88.5M | Buy |
3,556,777
+1,790,601
| +101% | +$44.6M | 5.24% | 8 |
|
|
2021
Q4 | $93.1M | Buy |
1,766,176
+358,124
| +25% | +$18.9M | 5.7% | 7 |
|
|
2021
Q3 | $64.3M | Buy |
1,408,052
+1,196,672
| +566% | +$54.7M | 5.03% | 7 |
|
|
2021
Q2 | $9.68M | Buy |
211,380
+100,446
| +91% | +$4.6M | 1.14% | 19 |
|
|
2021
Q1 | $4.56M | Buy |
110,934
+100,343
| +947% | +$4.12M | 0.84% | 24 |
|
|
2020
Q4 | $402K | Buy |
10,591
+6,901
| +187% | +$262K | 0.11% | 135 |
|
|
2020
Q3 | $131K | Buy |
3,690
+1,411
| +62% | +$50.1K | 0.06% | 146 |
|
|
2020
Q2 | $80K | Buy |
2,279
+949
| +71% | +$33.3K | 0.04% | 168 |
|
|
2020
Q1 | $44K | Sell |
1,330
-4,774
| -78% | -$158K | 0.03% | 148 |
|
|
2019
Q4 | $281K | Buy |
6,104
+970
| +19% | +$44.7K | 0.13% | 162 |
|
|
2019
Q3 | $242K | Buy |
5,134
+1,222
| +31% | +$57.6K | 0.09% | 212 |
|
|
2019
Q2 | $174K | Sell |
3,912
-519
| -12% | -$23.1K | 0.06% | 242 |
|
|
2019
Q1 | $197K | Sell |
4,431
-289
| -6% | -$12.8K | 0.05% | 202 |
|
|
2018
Q4 | $182K | Buy |
4,720
+2,620
| +125% | +$101K | 0.06% | 195 |
|
|
2018
Q3 | $88K | Sell |
2,100
-243
| -10% | -$10.2K | 0.02% | 247 |
|
|
2018
Q2 | $98K | Buy |
2,343
+2,091
| +830% | +$87.5K | 0.05% | 240 |
|
|
2018
Q1 | $10K | Buy |
+252
| New | +$10K | ﹤0.01% | 376 |
|