REDW Wealth’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 | $262K | Sell |
12,401
-8,524
| -41% | -$180K | 0.1% | 89 |
|
|
2025
Q1 | $450K | Sell |
20,925
-25,206
| -55% | -$542K | 0.17% | 60 |
|
|
2024
Q4 | $972K | Sell |
46,131
-24,315
| -35% | -$512K | 0.34% | 47 |
|
|
2024
Q3 | $1.63M | Sell |
70,446
-524
| -0.7% | -$12.1K | 0.42% | 40 |
|
|
2024
Q2 | $1.42M | Buy |
70,970
+23
| +0% | +$459 | 0.37% | 42 |
|
|
2024
Q1 | $1.44M | Sell |
70,947
-7,241
| -9% | -$147K | 0.39% | 37 |
|
|
2023
Q4 | $1.62M | Buy |
78,188
+7,478
| +11% | +$155K | 0.46% | 36 |
|
|
2023
Q3 | $1.26M | Sell |
70,710
-461
| -0.6% | -$8.18K | 0.39% | 38 |
|
|
2023
Q2 | $1.39M | Sell |
71,171
-3,309
| -4% | -$64.6K | 0.42% | 38 |
|
|
2023
Q1 | $1.45M | Sell |
74,480
-5,860
| -7% | -$114K | 0.46% | 34 |
|
|
2022
Q4 | $1.55M | Sell |
80,340
-11,744
| -13% | -$227K | 0.54% | 32 |
|
|
2022
Q3 | $1.72M | Buy |
92,084
+200
| +0.2% | +$3.74K | 0.66% | 27 |
|
|
2022
Q2 | $1.94M | Sell |
91,884
-2,714
| -3% | -$57.2K | 0.71% | 23 |
|
|
2022
Q1 | $2.36M | Sell |
94,598
-602
| -0.6% | -$15K | 0.7% | 22 |
|
|
2021
Q4 | $2.51M | Sell |
95,200
-794
| -0.8% | -$20.9K | 0.73% | 20 |
|
|
2021
Q3 | $2.19M | Sell |
95,994
-762
| -0.8% | -$17.4K | 0.7% | 20 |
|
|
2021
Q2 | $2.22M | Sell |
96,756
-1,016
| -1% | -$23.3K | 0.7% | 21 |
|
|
2021
Q1 | $2.01M | Buy |
97,772
+24,992
| +34% | +$514K | 0.67% | 21 |
|
|
2020
Q4 | $1.38M | Sell |
72,780
-25,498
| -26% | -$484K | 0.51% | 23 |
|
|
2020
Q3 | $1.74M | Sell |
98,278
-900
| -0.9% | -$15.9K | 0.73% | 18 |
|
|
2020
Q2 | $1.75M | Buy |
99,178
+13,922
| +16% | +$245K | 0.87% | 18 |
|
|
2020
Q1 | $1.4M | Buy |
85,256
+44,216
| +108% | +$724K | 0.88% | 19 |
|
|
2019
Q4 | $943K | Buy |
41,040
+7,994
| +24% | +$184K | 0.53% | 22 |
|
|
2019
Q3 | $779K | Buy |
33,046
+3,452
| +12% | +$81.4K | 0.46% | 27 |
|
|
2019
Q2 | $658K | Buy |
29,594
+2,542
| +9% | +$56.5K | 0.39% | 28 |
|
|
2019
Q1 | $601K | Sell |
27,052
-336
| -1% | -$7.47K | 0.37% | 30 |
|
|
2018
Q4 | $527K | Buy |
27,388
+10,636
| +63% | +$205K | 0.36% | 30 |
|
|
2018
Q3 | $350K | Buy |
16,752
+890
| +6% | +$18.6K | 0.23% | 51 |
|
|
2018
Q2 | $331K | Sell |
15,862
-44
| -0.3% | -$918 | 0.24% | 53 |
|
|
2018
Q1 | $304K | Buy |
15,906
+3,588
| +29% | +$68.6K | 0.23% | 53 |
|
|
2017
Q4 | $256K | Buy |
12,318
+340
| +3% | +$7.07K | 0.2% | 61 |
|
|
2017
Q3 | $246K | Buy |
11,978
+160
| +1% | +$3.29K | 0.2% | 64 |
|
|
2017
Q2 | $244K | Buy |
11,818
+1,756
| +17% | +$36.3K | 0.24% | 62 |
|
|
2017
Q1 | $205K | Buy |
+10,062
| New | +$205K | 0.21% | 69 |
|