Roble Belko & Company’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 | $819K | Sell |
38,714
-17,425
| -31% | -$369K | 0.12% | 58 |
|
|
2025
Q1 | $1.21M | Buy |
56,139
+3,048
| +6% | +$65.6K | 0.19% | 47 |
|
|
2024
Q4 | $1.12M | Buy |
53,091
+42,593
| +406% | +$897K | 0.18% | 45 |
|
|
2024
Q3 | $243K | Buy |
10,498
+16
| +0.2% | +$370 | 0.04% | 99 |
|
|
2024
Q2 | $209K | Hold |
10,482
| – | – | 0.04% | 103 |
|
|
2024
Q1 | $213K | Buy |
10,482
+6
| +0.1% | +$122 | 0.04% | 96 |
|
|
2023
Q4 | $217K | Sell |
10,476
-2,620
| -20% | -$54.3K | 0.04% | 85 |
|
|
2023
Q3 | $232K | Buy |
13,096
+8
| +0.1% | +$142 | 0.05% | 80 |
|
|
2023
Q2 | $256K | Sell |
13,088
-669
| -5% | -$13.1K | 0.05% | 75 |
|
|
2023
Q1 | $268K | Sell |
13,757
-3,303
| -19% | -$64.3K | 0.05% | 79 |
|
|
2022
Q4 | $329K | Buy |
17,060
+3,522
| +26% | +$67.9K | 0.07% | 76 |
|
|
2022
Q3 | $253K | Sell |
13,538
-35
| -0.3% | -$654 | 0.06% | 79 |
|
|
2022
Q2 | $286K | Sell |
13,573
-13
| -0.1% | -$274 | 0.07% | 73 |
|
|
2022
Q1 | $338K | Sell |
13,586
-14
| -0.1% | -$348 | 0.06% | 74 |
|
|
2021
Q4 | $358K | Sell |
13,600
-10
| -0.1% | -$263 | 0.07% | 71 |
|
|
2021
Q3 | $311K | Sell |
13,610
-1,298
| -9% | -$29.7K | 0.06% | 66 |
|
|
2021
Q2 | $341K | Buy |
14,908
+8
| +0.1% | +$183 | 0.08% | 68 |
|
|
2021
Q1 | $306K | Buy |
14,900
+6
| +0% | +$123 | 0.07% | 66 |
|
|
2020
Q4 | $283K | Buy |
14,894
+10
| +0.1% | +$190 | 0.07% | 67 |
|
|
2020
Q3 | $263K | Sell |
14,884
-86
| -0.6% | -$1.52K | 0.08% | 73 |
|
|
2020
Q2 | $264K | Sell |
14,970
-192,824
| -93% | -$3.4M | 0.08% | 74 |
|
|
2020
Q1 | $3.4M | Buy |
207,794
+200,494
| +2,746% | +$3.28M | 1.1% | 26 |
|
|
2019
Q4 | $168K | Buy |
7,300
+24
| +0.3% | +$552 | 0.05% | 109 |
|
|
2019
Q3 | $172K | Buy |
7,276
+290
| +4% | +$6.86K | 0.05% | 98 |
|
|
2019
Q2 | $155K | Buy |
6,986
+4,692
| +205% | +$104K | 0.05% | 101 |
|
|
2019
Q1 | $51K | Buy |
2,294
+488
| +27% | +$10.8K | 0.02% | 118 |
|
|
2018
Q4 | $35K | Buy |
1,806
+316
| +21% | +$6.12K | 0.01% | 126 |
|
|
2018
Q3 | $31K | Buy |
1,490
+6
| +0.4% | +$125 | 0.01% | 130 |
|
|
2018
Q2 | $31K | Hold |
1,484
| – | – | 0.01% | 136 |
|
|
2018
Q1 | $28K | Buy |
1,484
+78
| +6% | +$1.47K | 0.01% | 154 |
|
|
2017
Q4 | $29K | Buy |
1,406
+4
| +0.3% | +$83 | 0.01% | 148 |
|
|
2017
Q3 | $29K | Buy |
1,402
+4
| +0.3% | +$83 | 0.01% | 117 |
|
|
2017
Q2 | $29K | Buy |
1,398
+342
| +32% | +$7.09K | 0.01% | 115 |
|
|
2017
Q1 | $22K | Sell |
1,056
-42
| -4% | -$875 | 0.01% | 139 |
|
|
2016
Q4 | $23K | Buy |
1,098
+4
| +0.4% | +$84 | 0.01% | 140 |
|
|
2016
Q3 | $23K | Buy |
1,094
+4
| +0.4% | +$84 | 0.01% | 163 |
|
|
2016
Q2 | $24K | Buy |
1,090
+296
| +37% | +$6.52K | 0.01% | 143 |
|
|
2016
Q1 | $16K | Buy |
794
+44
| +6% | +$887 | 0.01% | 142 |
|
|
2015
Q4 | $15K | Buy |
750
+4
| +0.5% | +$80 | 0.01% | 132 |
|
|
2015
Q3 | $14K | Buy |
746
+4
| +0.5% | +$75 | 0.01% | 129 |
|
|
2015
Q2 | $13K | Sell |
742
-288
| -28% | -$5.05K | 0.01% | 147 |
|
|
2015
Q1 | $21K | Buy |
+1,030
| New | +$21K | 0.01% | 131 |
|