SeaCrest Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.42M | Sell |
60,141
-726
| -1% | -$16.9K | 0.16% | 121 |
|
|
2026
Q1 | $1.31M | Sell |
60,867
-431
| -0.7% | -$9.45K | 0.14% | 140 |
|
|
2025
Q4 | $1.28M | Buy |
61,298
+2,746
| +5% | +$58.2K | 0.13% | 147 |
|
|
2025
Q3 | $1.24M | Sell |
58,552
-1,408
| -2% | -$30K | 0.13% | 149 |
|
|
2025
Q2 | $1.27M | Sell |
59,960
-1,971
| -3% | -$41.3K | 0.14% | 143 |
|
|
2025
Q1 | $1.33M | Sell |
61,931
-939
| -1% | -$20.1K | 0.15% | 132 |
|
|
2024
Q4 | $1.32M | Sell |
62,870
-3,607
| -5% | -$80.6K | 0.14% | 137 |
|
|
2024
Q3 | $1.54M | Buy |
66,477
+21
| +0% | +$460 | 0.17% | 117 |
|
|
2024
Q2 | $1.33M | Sell |
66,456
-311
| -0.5% | -$6.07K | 0.15% | 128 |
|
|
2024
Q1 | $1.36M | Buy |
66,767
+4,700
| +8% | +$94.2K | 0.17% | 125 |
|
|
2023
Q4 | $1.26M | Buy |
62,067
+3,347
| +6% | +$62.2K | 0.16% | 133 |
|
|
2023
Q3 | $1.04M | Buy |
58,720
+1,117
| +2% | +$21.5K | 0.14% | 161 |
|
|
2023
Q2 | $1.12M | Sell |
57,603
-936
| -2% | -$17.9K | 0.14% | 150 |
|
|
2023
Q1 | $1.14M | Sell |
58,539
-1,473
| -2% | -$29.5K | 0.15% | 140 |
|
|
2022
Q4 | $1.16M | Sell |
60,012
-2,300
| -4% | -$44.3K | 0.17% | 140 |
|
|
2022
Q3 | $1.17M | Sell |
62,312
-198
| -0.3% | -$4.28K | 0.18% | 124 |
|
|
2022
Q2 | $1.32M | Sell |
62,510
-10,520
| -14% | -$242K | 0.17% | 120 |
|
|
2022
Q1 | $1.82M | Sell |
73,030
-316
| -0.4% | -$7.63K | 0.21% | 95 |
|
|
2021
Q4 | $1.93M | Sell |
73,346
-4,058
| -5% | -$100K | 0.21% | 86 |
|
|
2021
Q3 | $1.77M | Sell |
77,404
-6,250
| -7% | -$149K | 0.21% | 95 |
|
|
2021
Q2 | $1.92M | Buy |
83,654
+2,506
| +3% | +$55.7K | 0.23% | 87 |
|
|
2021
Q1 | $1.67M | Sell |
81,148
-140
| -0.2% | -$2.74K | 0.22% | 94 |
|
|
2020
Q4 | $1.54M | Sell |
81,288
-5,040
| -6% | -$93.2K | 0.22% | 104 |
|
|
2020
Q3 | $1.53M | Buy |
86,328
+7,304
| +9% | +$131K | 0.24% | 87 |
|
|
2020
Q2 | $1.39M | Buy |
79,024
+2,078
| +3% | +$36.1K | 0.24% | 90 |
|
|
2020
Q1 | $1.26M | Sell |
76,946
-8,668
| -10% | -$185K | 0.27% | 84 |
|
|
2019
Q4 | $1.97M | Buy |
85,614
+5,454
| +7% | +$127K | 0.33% | 67 |
|
|
2019
Q3 | $1.89M | Sell |
80,160
-956
| -1% | -$21.9K | 0.35% | 63 |
|
|
2019
Q2 | $1.8M | Buy |
81,116
+1,374
| +2% | +$30.7K | 0.37% | 64 |
|
|
2019
Q1 | $1.77M | Sell |
79,742
-8,394
| -10% | -$178K | 0.3% | 66 |
|
|
2018
Q4 | $1.7M | Buy |
88,136
+16,078
| +22% | +$328K | 0.35% | 58 |
|
|
2018
Q3 | $1.5M | Buy |
72,058
+13,682
| +23% | +$289K | 0.25% | 76 |
|
|
2018
Q2 | $1.22M | Sell |
58,376
-30,512
| -34% | -$604K | 0.22% | 91 |
|
|
2018
Q1 | $1.7M | Buy |
88,888
+23,932
| +37% | +$461K | 0.31% | 64 |
|
|
2017
Q4 | $1.35M | Buy |
+64,956
| New | +$1.35M | 0.25% | 79 |
|
Other funds holding SCHH
CST
PWMG
AWM
ULWM
CA
EWP
FFP
MFT
WAP
PL