SCI
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Stableford Capital II’s Schwab US REIT ETF SCHH Stock Holding History

Stableford Capital II’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$353K Sell
14,899
-4,717
-24% -$110K 0.12% 136
2026
Q1 		$422K Sell
19,616
-1,894
-9% -$41.5K 0.16% 128
2025
Q4 		$449K Sell
21,510
-433
-2% -$9.18K 0.16% 128
2025
Q3 		$473K Buy
21,943
+527
+2% +$11.2K 0.17% 122
2025
Q2 		$464K Hold
21,416
– – 0.17% 109
2025
Q1 		$443K Buy
21,416
+1,335
+7% +$28.5K 0.19% 97
2024
Q4 		$423K Sell
20,081
-42,871
-68% -$958K 0.17% 112
2024
Q3 		$1.42M Buy
62,952
+42,438
+207% +$929K 0.57% 50
2024
Q2 		$438K Sell
20,514
-170
-0.8% -$3.31K 0.17% 117
2024
Q1 		$420K Sell
20,684
-1,132
-5% -$22.7K 0.17% 114
2023
Q4 		$444K Sell
21,816
-184
-0.8% -$3.42K 0.19% 104
2023
Q3 		$376K Hold
22,000
– – 0.17% 93
2023
Q2 		$427K Buy
+22,000
New +$422K 0.19% 92
2023
Q1 		– Sell
-19,113
Closed -$376K – 145
2022
Q4 		$376K Hold
19,113
– – 0.2% 92
2022
Q3 		$347K Sell
19,113
-149
-0.8% -$3.22K 0.17% 100
2022
Q2 		$433K Hold
19,262
– – 0.2% 95
2022
Q1 		$487K Buy
19,262
+336
+2% +$8.11K 0.21% 100
2021
Q4 		$454K Sell
18,926
-1,308
-6% -$32.2K 0.19% 100
2021
Q3 		$483K Sell
20,234
-1,338
-6% -$31.9K 0.24% 92
2021
Q2 		$494K Sell
21,572
-60,252
-74% -$1.34M 0.24% 95
2021
Q1 		$1.68M Buy
81,824
+25,260
+45% +$494K 0.85% 32
2020
Q4 		$1.07M Buy
56,564
+2,262
+4% +$41.8K 0.63% 40
2020
Q3 		$960K Buy
54,302
+21,444
+65% +$386K 0.65% 38
2020
Q2 		$579K Buy
+32,858
New +$571K 0.43% 43

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