Sensible Financial Planning & Management’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 | $7.07M | Sell |
333,901
-21,654
| -6% | -$458K | 1.34% | 16 |
|
|
2025
Q1 | $7.65M | Buy |
355,555
+7,943
| +2% | +$171K | 1.53% | 15 |
|
|
2024
Q4 | $7.32M | Sell |
347,612
-4,083
| -1% | -$86K | 1.52% | 15 |
|
|
2024
Q3 | $8.15M | Buy |
351,695
+4,555
| +1% | +$106K | 1.61% | 15 |
|
|
2024
Q2 | $6.93M | Buy |
347,140
+16,046
| +5% | +$320K | 1.5% | 15 |
|
|
2024
Q1 | $6.72M | Buy |
331,094
+11,728
| +4% | +$238K | 1.49% | 15 |
|
|
2023
Q4 | $6.61M | Buy |
319,366
+23,387
| +8% | +$484K | 1.55% | 15 |
|
|
2023
Q3 | $5.25M | Buy |
295,979
+15,645
| +6% | +$278K | 1.32% | 13 |
|
|
2023
Q2 | $5.48M | Buy |
280,334
+20,049
| +8% | +$392K | 1.29% | 13 |
|
|
2023
Q1 | $5.08M | Buy |
260,285
+8,205
| +3% | +$160K | 1.2% | 14 |
|
|
2022
Q4 | $4.86M | Buy |
252,080
+12,624
| +5% | +$244K | 1.21% | 14 |
|
|
2022
Q3 | $4.48M | Buy |
239,456
+13,227
| +6% | +$247K | 1.15% | 13 |
|
|
2022
Q2 | $4.77M | Buy |
226,229
+5,420
| +2% | +$114K | 1.2% | 13 |
|
|
2022
Q1 | $5.5M | Sell |
220,809
-1,013
| -0.5% | -$25.2K | 1.47% | 14 |
|
|
2021
Q4 | $5.84M | Buy |
221,822
+12,186
| +6% | +$321K | 1.66% | 13 |
|
|
2021
Q3 | $4.79M | Buy |
209,636
+17,322
| +9% | +$396K | 1.56% | 14 |
|
|
2021
Q2 | $4.4M | Buy |
192,314
+9,812
| +5% | +$225K | 1.49% | 15 |
|
|
2021
Q1 | $3.75M | Buy |
182,502
+10,784
| +6% | +$222K | 1.38% | 15 |
|
|
2020
Q4 | $3.26M | Buy |
171,718
+4,116
| +2% | +$78.1K | 1.22% | 18 |
|
|
2020
Q3 | $2.96M | Buy |
167,602
+554
| +0.3% | +$9.8K | 1.21% | 17 |
|
|
2020
Q2 | $2.94M | Sell |
167,048
-3,594
| -2% | -$63.3K | 1.26% | 15 |
|
|
2020
Q1 | $2.79M | Buy |
170,642
+62,434
| +58% | +$1.02M | 1.33% | 14 |
|
|
2019
Q4 | $2.49M | Buy |
108,208
+13,662
| +14% | +$314K | 1.05% | 16 |
|
|
2019
Q3 | $2.23M | Buy |
94,546
+6,336
| +7% | +$149K | 0.96% | 17 |
|
|
2019
Q2 | $1.96M | Sell |
88,210
-3,318
| -4% | -$73.7K | 0.84% | 16 |
|
|
2019
Q1 | $2.03M | Buy |
91,528
+4,112
| +5% | +$91.3K | 0.92% | 15 |
|
|
2018
Q4 | $1.68M | Buy |
87,416
+10,084
| +13% | +$194K | 0.82% | 17 |
|
|
2018
Q3 | $1.61M | Buy |
77,332
+8,188
| +12% | +$171K | 0.75% | 16 |
|
|
2018
Q2 | $1.44M | Buy |
69,144
+12,312
| +22% | +$257K | 0.68% | 17 |
|
|
2018
Q1 | $1.09M | Buy |
56,832
+16,622
| +41% | +$318K | 0.52% | 17 |
|
|
2017
Q4 | $837K | Buy |
40,210
+15,252
| +61% | +$317K | 0.43% | 18 |
|
|
2017
Q3 | $513K | Buy |
24,958
+9,946
| +66% | +$204K | 0.28% | 19 |
|
|
2017
Q2 | $309K | Buy |
+15,012
| New | +$309K | 0.19% | 21 |
|
|
2016
Q4 | – | Sell |
-2,534
| Closed | -$54K | – | 58 |
|
|
2016
Q3 | $54K | Hold |
2,534
| – | – | 0.04% | 37 |
|
|
2016
Q2 | $55K | Hold |
2,534
| – | – | 0.04% | 40 |
|
|
2016
Q1 | $52K | Sell |
2,534
-1,816
| -42% | -$37.3K | 0.04% | 39 |
|
|
2015
Q4 | $86K | Hold |
4,350
| – | – | 0.07% | 38 |
|
|
2015
Q3 | $81K | Buy |
+4,350
| New | +$81K | 0.06% | 40 |
|