Roundview Capital’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 | $675K | Buy |
31,892
+134
| +0.4% | +$2.84K | 0.05% | 242 |
|
|
2025
Q1 | $683K | Sell |
31,758
-839
| -3% | -$18K | 0.05% | 231 |
|
|
2024
Q4 | $686K | Buy |
32,597
+958
| +3% | +$20.2K | 0.05% | 247 |
|
|
2024
Q3 | $733K | Buy |
31,639
+840
| +3% | +$19.5K | 0.05% | 246 |
|
|
2024
Q2 | $615K | Sell |
30,799
-1,127
| -4% | -$22.5K | 0.05% | 243 |
|
|
2024
Q1 | $648K | Sell |
31,926
-131
| -0.4% | -$2.66K | 0.05% | 237 |
|
|
2023
Q4 | $664K | Sell |
32,057
-30,145
| -48% | -$624K | 0.06% | 223 |
|
|
2023
Q3 | $1.1M | Sell |
62,202
-223
| -0.4% | -$3.96K | 0.11% | 182 |
|
|
2023
Q2 | $1.22M | Sell |
62,425
-17,976
| -22% | -$351K | 0.12% | 170 |
|
|
2023
Q1 | $1.57M | Buy |
80,401
+3,073
| +4% | +$59.9K | 0.16% | 138 |
|
|
2022
Q4 | $1.49M | Buy |
77,328
+29,726
| +62% | +$573K | 0.17% | 140 |
|
|
2022
Q3 | $890K | Buy |
47,602
+552
| +1% | +$10.3K | 0.11% | 170 |
|
|
2022
Q2 | $992K | Buy |
47,050
+2,887
| +7% | +$60.9K | 0.12% | 165 |
|
|
2022
Q1 | $1.1M | Buy |
44,163
+85
| +0.2% | +$2.12K | 0.11% | 167 |
|
|
2021
Q4 | $1.16M | Buy |
44,078
+2,812
| +7% | +$74.1K | 0.12% | 176 |
|
|
2021
Q3 | $943K | Sell |
41,266
-800
| -2% | -$18.3K | 0.1% | 189 |
|
|
2021
Q2 | $963K | Buy |
42,066
+1,764
| +4% | +$40.4K | 0.11% | 187 |
|
|
2021
Q1 | $828K | Buy |
40,302
+14
| +0% | +$288 | 0.1% | 186 |
|
|
2020
Q4 | $765K | Sell |
40,288
-4,408
| -10% | -$83.7K | 0.1% | 182 |
|
|
2020
Q3 | $790K | Sell |
44,696
-9,066
| -17% | -$160K | 0.12% | 154 |
|
|
2020
Q2 | $947K | Sell |
53,762
-40,214
| -43% | -$708K | 0.16% | 137 |
|
|
2020
Q1 | $1.54M | Sell |
93,976
-25,928
| -22% | -$424K | 0.33% | 80 |
|
|
2019
Q4 | $2.76M | Buy |
119,904
+2,242
| +2% | +$51.5K | 0.52% | 50 |
|
|
2019
Q3 | $2.78M | Buy |
117,662
+660
| +0.6% | +$15.6K | 0.6% | 44 |
|
|
2019
Q2 | $2.6M | Buy |
117,002
+1,128
| +1% | +$25.1K | 0.59% | 49 |
|
|
2019
Q1 | $2.57M | Buy |
115,874
+31,324
| +37% | +$696K | 0.61% | 49 |
|
|
2018
Q4 | $1.63M | Sell |
84,550
-1,474
| -2% | -$28.4K | 0.46% | 70 |
|
|
2018
Q3 | $1.8M | Sell |
86,024
-18,082
| -17% | -$377K | 0.44% | 71 |
|
|
2018
Q2 | $2.18M | Sell |
104,106
-19,524
| -16% | -$408K | 0.57% | 51 |
|
|
2018
Q1 | $2.36M | Buy |
123,630
+2,596
| +2% | +$49.6K | 0.67% | 43 |
|
|
2017
Q4 | $2.52M | Sell |
121,034
-15,146
| -11% | -$315K | 0.65% | 43 |
|
|
2017
Q3 | $2.8M | Buy |
136,180
+1,928
| +1% | +$39.7K | 0.8% | 32 |
|
|
2017
Q2 | $2.77M | Buy |
134,252
+1,766
| +1% | +$36.4K | 0.81% | 36 |
|
|
2017
Q1 | $2.7M | Buy |
132,486
+51,246
| +63% | +$1.04M | 0.84% | 29 |
|
|
2016
Q4 | $1.67M | Sell |
81,240
-14,352
| -15% | -$294K | 0.54% | 60 |
|
|
2016
Q3 | $2.04M | Buy |
95,592
+37,264
| +64% | +$794K | 0.72% | 40 |
|
|
2016
Q2 | $1.27M | Buy |
58,328
+36,648
| +169% | +$796K | 0.47% | 66 |
|
|
2016
Q1 | $449K | Buy |
+21,680
| New | +$449K | 0.17% | 134 |
|