Sensible Financial Planning & 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.95M | Sell |
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|
2025
Q2 | $7.07M | Sell |
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|
2025
Q1 | $7.65M | Buy |
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|
2024
Q4 | $7.32M | Sell |
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|
2024
Q3 | $8.15M | Buy |
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|
2024
Q2 | $6.93M | Buy |
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|
2024
Q1 | $6.72M | Buy |
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|
2023
Q4 | $6.61M | Buy |
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|
2023
Q3 | $5.25M | Buy |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $5.08M | Buy |
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|
2022
Q4 | $4.86M | Buy |
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|
2022
Q3 | $4.47M | Buy |
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|
2022
Q2 | $4.77M | Buy |
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|
2022
Q1 | $5.5M | Sell |
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|
2021
Q4 | $5.84M | Buy |
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|
2021
Q3 | $4.79M | Buy |
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|
2021
Q2 | $4.4M | Buy |
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|
2021
Q1 | $3.75M | Buy |
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|
2020
Q4 | $3.26M | Buy |
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|
2020
Q3 | $2.96M | Buy |
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|
2020
Q2 | $2.94M | Sell |
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|
2020
Q1 | $2.79M | Buy |
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|
2019
Q4 | $2.49M | Buy |
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|
2019
Q3 | $2.23M | Buy |
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|
2019
Q2 | $1.96M | Sell |
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|
2019
Q1 | $2.03M | Buy |
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|
2018
Q4 | $1.68M | Buy |
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|
2018
Q3 | $1.61M | Buy |
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|
2018
Q2 | $1.44M | Buy |
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|
2018
Q1 | $1.09M | Buy |
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|
2017
Q4 | $837K | Buy |
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|
2017
Q3 | $513K | Buy |
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|
2017
Q2 | $309K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $54K | Hold |
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|
2016
Q2 | $55K | Hold |
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|
2016
Q1 | $52K | Sell |
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|
2015
Q4 | $86K | Hold |
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|
2015
Q3 | $81K | Buy |
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