Regis Management Company’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $342K | Hold |
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|
2024
Q1 | $347K | Buy |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $289K | Hold |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $217K | Hold |
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|
2022
Q2 | $245K | Hold |
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|
2022
Q1 | $289K | Hold |
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|
2021
Q4 | $306K | Hold |
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|
2021
Q3 | $265K | Hold |
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|
2021
Q2 | $266K | Hold |
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|
2021
Q1 | $239K | Hold |
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|
2020
Q4 | $220K | Hold |
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|
2020
Q3 | $205K | Hold |
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|
2020
Q2 | $2.04K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $425K | Hold |
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|
2019
Q3 | $437K | Sell |
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|
2019
Q2 | $904K | Sell |
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|
2019
Q1 | $1.92M | Buy |
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|
2018
Q4 | $905K | Sell |
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|
2018
Q3 | $3.38M | Hold |
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|
2018
Q2 | $3.38M | Sell |
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|
2018
Q1 | $3.09M | Sell |
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|
2017
Q4 | $4.9M | Hold |
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|
2017
Q3 | $4.84M | Hold |
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|
2017
Q2 | $4.85M | Hold |
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|
2017
Q1 | $4.8M | Sell |
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|
2016
Q4 | $5.53M | Buy |
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|
2016
Q3 | $1.96M | Buy |
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|
2016
Q2 | $1.95M | Hold |
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|
2016
Q1 | $1.86M | Buy |
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|
2015
Q4 | $547K | Hold |
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|
2015
Q3 | $513K | Sell |
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|
2015
Q2 | $1.11M | Buy |
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