SWM
SeaCrest Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
59,960
-1,971
| -3% | -$41.7K | 0.14% | 143 |
|
|
2025
Q1 | $1.33M | Sell |
61,931
-939
| -1% | -$20.2K | 0.15% | 132 |
|
|
2024
Q4 | $1.32M | Sell |
62,870
-3,607
| -5% | -$76K | 0.14% | 137 |
|
|
2024
Q3 | $1.54M | Buy |
66,477
+21
| +0% | +$487 | 0.17% | 117 |
|
|
2024
Q2 | $1.33M | Sell |
66,456
-311
| -0.5% | -$6.21K | 0.15% | 128 |
|
|
2024
Q1 | $1.36M | Buy |
66,767
+4,700
| +8% | +$95.4K | 0.17% | 125 |
|
|
2023
Q4 | $1.26M | Buy |
62,067
+3,347
| +6% | +$68.2K | 0.16% | 133 |
|
|
2023
Q3 | $1.04M | Buy |
58,720
+1,117
| +2% | +$19.8K | 0.14% | 160 |
|
|
2023
Q2 | $1.12M | Sell |
57,603
-936
| -2% | -$18.3K | 0.14% | 150 |
|
|
2023
Q1 | $1.14M | Sell |
58,539
-1,473
| -2% | -$28.7K | 0.15% | 140 |
|
|
2022
Q4 | $1.16M | Sell |
60,012
-2,300
| -4% | -$44.4K | 0.17% | 140 |
|
|
2022
Q3 | $1.17M | Sell |
62,312
-198
| -0.3% | -$3.7K | 0.18% | 124 |
|
|
2022
Q2 | $1.32M | Sell |
62,510
-10,520
| -14% | -$222K | 0.17% | 120 |
|
|
2022
Q1 | $1.82M | Buy |
73,030
+36,357
| +99% | +$905K | 0.21% | 95 |
|
|
2021
Q4 | $1.93M | Sell |
36,673
-2,029
| -5% | -$107K | 0.21% | 86 |
|
|
2021
Q3 | $1.77M | Sell |
38,702
-3,125
| -7% | -$143K | 0.21% | 95 |
|
|
2021
Q2 | $1.92M | Buy |
41,827
+1,253
| +3% | +$57.4K | 0.23% | 87 |
|
|
2021
Q1 | $1.67M | Sell |
40,574
-70
| -0.2% | -$2.88K | 0.22% | 94 |
|
|
2020
Q4 | $1.54M | Sell |
40,644
-2,520
| -6% | -$95.7K | 0.22% | 104 |
|
|
2020
Q3 | $1.53M | Buy |
43,164
+3,652
| +9% | +$129K | 0.24% | 87 |
|
|
2020
Q2 | $1.39M | Buy |
39,512
+1,039
| +3% | +$36.6K | 0.24% | 90 |
|
|
2020
Q1 | $1.26M | Sell |
38,473
-4,334
| -10% | -$142K | 0.27% | 84 |
|
|
2019
Q4 | $1.97M | Buy |
42,807
+2,727
| +7% | +$125K | 0.33% | 67 |
|
|
2019
Q3 | $1.89M | Sell |
40,080
-478
| -1% | -$22.6K | 0.35% | 63 |
|
|
2019
Q2 | $1.8M | Buy |
40,558
+687
| +2% | +$30.5K | 0.37% | 64 |
|
|
2019
Q1 | $1.77M | Sell |
39,871
-4,197
| -10% | -$186K | 0.3% | 66 |
|
|
2018
Q4 | $1.7M | Buy |
44,068
+8,039
| +22% | +$310K | 0.35% | 58 |
|
|
2018
Q3 | $1.5M | Buy |
36,029
+6,841
| +23% | +$285K | 0.25% | 76 |
|
|
2018
Q2 | $1.22M | Sell |
29,188
-15,256
| -34% | -$637K | 0.22% | 91 |
|
|
2018
Q1 | $1.7M | Buy |
44,444
+11,966
| +37% | +$458K | 0.31% | 64 |
|
|
2017
Q4 | $1.35M | Buy |
+32,478
| New | +$1.35M | 0.25% | 79 |
|