Savant 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 | $323K | Buy |
15,275
+5,724
| +60% | +$121K | ﹤0.01% | 1329 |
|
|
2025
Q1 | $205K | Sell |
9,551
-975
| -9% | -$21K | ﹤0.01% | 1415 |
|
|
2024
Q4 | $222K | Sell |
10,526
-1,020
| -9% | -$21.5K | ﹤0.01% | 1270 |
|
|
2024
Q3 | $268K | Buy |
+11,546
| New | +$268K | ﹤0.01% | 1146 |
|
|
2024
Q2 | – | Sell |
-10,829
| Closed | -$220K | – | 1325 |
|
|
2024
Q1 | $220K | Sell |
10,829
-571
| -5% | -$11.6K | ﹤0.01% | 1000 |
|
|
2023
Q4 | $236K | Buy |
+11,400
| New | +$236K | ﹤0.01% | 771 |
|
|
2022
Q3 | – | Sell |
-10,296
| Closed | -$217K | – | 563 |
|
|
2022
Q2 | $217K | Buy |
10,296
+1,514
| +17% | +$31.9K | 0.01% | 511 |
|
|
2022
Q1 | $219K | Buy |
+8,782
| New | +$219K | 0.01% | 528 |
|