SWM
SigFig 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 | $992K | Sell |
47,265
-357
| -0.7% | -$7.49K | 0.03% | 97 |
|
|
2025
Q1 | $557K | Buy |
47,622
+3,408
| +8% | +$39.9K | 0.02% | 106 |
|
|
2024
Q4 | $568K | Buy |
44,214
+1,384
| +3% | +$17.8K | 0.02% | 103 |
|
|
2024
Q3 | $596K | Sell |
42,830
-23
| -0.1% | -$320 | 0.02% | 101 |
|
|
2024
Q2 | $602K | Buy |
42,853
+5,552
| +15% | +$77.9K | 0.02% | 102 |
|
|
2024
Q1 | $604K | Sell |
37,301
-330
| -0.9% | -$5.34K | 0.02% | 106 |
|
|
2023
Q4 | $638K | Buy |
37,631
+1,764
| +5% | +$29.9K | 0.02% | 102 |
|
|
2023
Q3 | $647K | Buy |
35,867
+1,435
| +4% | +$25.9K | 0.03% | 94 |
|
|
2023
Q2 | $714K | Sell |
34,432
-452
| -1% | -$9.37K | 0.03% | 92 |
|
|
2023
Q1 | $744K | Sell |
34,884
-1,084
| -3% | -$23.1K | 0.04% | 83 |
|
|
2022
Q4 | $769K | Sell |
35,968
-1,883
| -5% | -$40.3K | 0.04% | 87 |
|
|
2022
Q3 | $844K | Sell |
37,851
-1,366
| -3% | -$30.5K | 0.04% | 79 |
|
|
2022
Q2 | $891K | Sell |
39,217
-7,142
| -15% | -$162K | 0.05% | 79 |
|
|
2022
Q1 | $1.06M | Buy |
46,359
+24,533
| +112% | +$559K | 0.05% | 74 |
|
|
2021
Q4 | $986K | Buy |
21,826
+261
| +1% | +$11.8K | 0.05% | 72 |
|
|
2021
Q3 | $985K | Sell |
21,565
-846
| -4% | -$38.6K | 0.05% | 69 |
|
|
2021
Q2 | $1.03M | Buy |
22,411
+2,771
| +14% | +$127K | 0.05% | 64 |
|
|
2021
Q1 | $807K | Buy |
19,640
+402
| +2% | +$16.5K | 0.05% | 63 |
|
|
2020
Q4 | $730K | Buy |
19,238
+4,314
| +29% | +$164K | 0.05% | 61 |
|
|
2020
Q3 | $527K | Buy |
14,924
+2,610
| +21% | +$92.2K | 0.05% | 59 |
|
|
2020
Q2 | $434K | Buy |
12,314
+55
| +0.4% | +$1.94K | 0.05% | 58 |
|
|
2020
Q1 | $401K | Buy |
12,259
+69
| +0.6% | +$2.26K | 0.05% | 48 |
|
|
2019
Q4 | $560K | Sell |
12,190
-542
| -4% | -$24.9K | 0.07% | 40 |
|
|
2019
Q3 | $601K | Buy |
12,732
+841
| +7% | +$39.7K | 0.09% | 40 |
|
|
2019
Q2 | $528K | Buy |
11,891
+673
| +6% | +$29.9K | 0.08% | 44 |
|
|
2019
Q1 | $498K | Sell |
11,218
-799
| -7% | -$35.5K | 0.09% | 43 |
|
|
2018
Q4 | $461K | Sell |
12,017
-809
| -6% | -$31K | 0.1% | 42 |
|
|
2018
Q3 | $535K | Sell |
12,826
-809
| -6% | -$33.7K | 0.11% | 41 |
|
|
2018
Q2 | $570K | Sell |
13,635
-1,148
| -8% | -$48K | 0.15% | 40 |
|
|
2018
Q1 | $565K | Buy |
14,783
+416
| +3% | +$15.9K | 0.33% | 28 |
|
|
2017
Q4 | $598K | Buy |
14,367
+2,003
| +16% | +$83.4K | 0.29% | 31 |
|
|
2017
Q3 | $509K | Sell |
12,364
-1,225
| -9% | -$50.4K | 0.34% | 23 |
|
|
2017
Q2 | $560K | Sell |
13,589
-276
| -2% | -$11.4K | 0.41% | 20 |
|
|
2017
Q1 | $565K | Sell |
13,865
-391
| -3% | -$15.9K | 0.45% | 20 |
|
|
2016
Q4 | $586K | Buy |
+14,256
| New | +$586K | 0.5% | 20 |
|