Steward Partners Investment Advisory’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 | $14K | Sell |
660
-219
| -25% | -$4.63K | ﹤0.01% | 3058 |
|
|
2025
Q1 | $18.9K | Sell |
879
-2,511
| -74% | -$54K | ﹤0.01% | 2829 |
|
|
2024
Q4 | $71.4K | Sell |
3,390
-537
| -14% | -$11.3K | ﹤0.01% | 2154 |
|
|
2024
Q3 | $91K | Buy |
3,927
+3,272
| +500% | +$75.8K | ﹤0.01% | 1925 |
|
|
2024
Q2 | $13.1K | Sell |
655
-222
| -25% | -$4.43K | ﹤0.01% | 2707 |
|
|
2024
Q1 | $17.8K | Buy |
877
+683
| +352% | +$13.9K | ﹤0.01% | 2563 |
|
|
2023
Q4 | $4.02K | Hold |
194
| – | – | ﹤0.01% | 3039 |
|
|
2023
Q3 | $3.44K | Hold |
194
| – | – | ﹤0.01% | 2941 |
|
|
2023
Q2 | $3.79K | Sell |
194
-926
| -83% | -$18.1K | ﹤0.01% | 2879 |
|
|
2023
Q1 | $21.8K | Buy |
1,120
+859
| +329% | +$16.8K | ﹤0.01% | 2212 |
|
|
2022
Q4 | $5.04K | Sell |
261
-8,256
| -97% | -$159K | ﹤0.01% | 2769 |
|
|
2022
Q3 | $159K | Sell |
8,517
-66
| -0.8% | -$1.23K | ﹤0.01% | 1298 |
|
|
2022
Q2 | $181K | Buy |
8,583
+4,573
| +114% | +$96.4K | ﹤0.01% | 1246 |
|
|
2022
Q1 | $100K | Buy |
4,010
+26
| +0.7% | +$648 | ﹤0.01% | 1612 |
|
|
2021
Q4 | $105K | Hold |
3,984
| – | – | ﹤0.01% | 1580 |
|
|
2021
Q3 | $91K | Buy |
3,984
+2,314
| +139% | +$52.9K | ﹤0.01% | 1595 |
|
|
2021
Q2 | $38K | Sell |
1,670
-486
| -23% | -$11.1K | ﹤0.01% | 3847 |
|
|
2021
Q1 | $44.3K | Buy |
2,156
+2,094
| +3,377% | +$43K | ﹤0.01% | 2051 |
|
|
2020
Q4 | $1K | Sell |
62
-24
| -28% | -$387 | ﹤0.01% | 2809 |
|
|
2020
Q3 | $2K | Sell |
86
-648
| -88% | -$15.1K | ﹤0.01% | 2596 |
|
|
2020
Q2 | $13K | Sell |
734
-432
| -37% | -$7.65K | ﹤0.01% | 1936 |
|
|
2020
Q1 | $19K | Sell |
1,166
-10
| -0.9% | -$163 | ﹤0.01% | 1632 |
|
|
2019
Q4 | $27K | Buy |
1,176
+1,132
| +2,573% | +$26K | ﹤0.01% | 1673 |
|
|
2019
Q3 | $1K | Sell |
44
-1,352
| -97% | -$30.7K | ﹤0.01% | 2549 |
|
|
2019
Q2 | $31K | Buy |
+1,396
| New | +$31K | ﹤0.01% | 1538 |
|
|
2018
Q4 | – | Sell |
-118
| Closed | -$2K | – | 1904 |
|
|
2018
Q3 | $2K | Buy |
118
+34
| +40% | +$576 | ﹤0.01% | 2398 |
|
|
2018
Q2 | $2K | Sell |
84
-28
| -25% | -$667 | ﹤0.01% | 2249 |
|
|
2018
Q1 | $2K | Hold |
112
| – | – | ﹤0.01% | 2033 |
|
|
2017
Q4 | $2K | Hold |
112
| – | – | ﹤0.01% | 1719 |
|
|
2017
Q3 | $2K | Hold |
112
| – | – | ﹤0.01% | 1519 |
|
|
2017
Q2 | $2K | Buy |
112
+32
| +40% | +$571 | ﹤0.01% | 1441 |
|
|
2017
Q1 | $1K | Buy |
+80
| New | +$1K | ﹤0.01% | 1433 |
|