Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.67M | Buy |
77,484
+34,743
| +81% | +$762K | ﹤0.01% | 2096 |
|
|
2025
Q4 | $893K | Buy |
42,741
+4,627
| +12% | +$98.1K | ﹤0.01% | 2516 |
|
|
2025
Q3 | $822K | Sell |
38,114
-2,921
| -7% | -$62.3K | ﹤0.01% | 2514 |
|
|
2025
Q2 | $868K | Buy |
41,035
+4,029
| +11% | +$84.4K | ﹤0.01% | 2423 |
|
|
2025
Q1 | $796K | Sell |
37,006
-822
| -2% | -$17.6K | ﹤0.01% | 2380 |
|
|
2024
Q4 | $797K | Buy |
37,828
+4,127
| +12% | +$92.2K | ﹤0.01% | 2398 |
|
|
2024
Q3 | $781K | Buy |
33,701
+2,044
| +6% | +$44.7K | ﹤0.01% | 2392 |
|
|
2024
Q2 | $632K | Buy |
31,657
+32
| +0.1% | +$624 | ﹤0.01% | 2465 |
|
|
2024
Q1 | $642K | Sell |
31,625
-5,778
| -15% | -$116K | ﹤0.01% | 2465 |
|
|
2023
Q4 | $775K | Buy |
37,403
+5,153
| +16% | +$95.8K | ﹤0.01% | 2296 |
|
|
2023
Q3 | $572K | Buy |
32,250
+42
| +0.1% | +$808 | ﹤0.01% | 2425 |
|
|
2023
Q2 | $629K | Buy |
32,208
+143
| +0.4% | +$2.74K | ﹤0.01% | 2385 |
|
|
2023
Q1 | $625K | Sell |
32,065
-35
| -0.1% | -$701 | ﹤0.01% | 2390 |
|
|
2022
Q4 | $619K | Sell |
32,100
-2,839
| -8% | -$54.6K | ﹤0.01% | 2350 |
|
|
2022
Q3 | $653K | Sell |
34,939
-99,152
| -74% | -$2.15M | ﹤0.01% | 2271 |
|
|
2022
Q2 | $2.83M | Sell |
134,091
-2,952
| -2% | -$67.9K | ﹤0.01% | 1274 |
|
|
2022
Q1 | $3.41M | Sell |
137,043
-1,119
| -0.8% | -$27K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $3.64M | Buy |
138,162
+100,130
| +263% | +$2.47M | ﹤0.01% | 1240 |
|
|
2021
Q3 | $869K | Sell |
38,032
-17,460
| -31% | -$416K | ﹤0.01% | 2207 |
|
|
2021
Q2 | $1.27M | Buy |
55,492
+28,182
| +103% | +$627K | ﹤0.01% | 1918 |
|
|
2021
Q1 | $561K | Buy |
27,310
+2,660
| +11% | +$52K | ﹤0.01% | 2405 |
|
|
2020
Q4 | $468K | Buy |
24,650
+1,284
| +5% | +$23.8K | ﹤0.01% | 2365 |
|
|
2020
Q3 | $413K | Buy |
23,366
+756
| +3% | +$13.6K | ﹤0.01% | 2211 |
|
|
2020
Q2 | $398K | Sell |
22,610
-14,660
| -39% | -$255K | ﹤0.01% | 2184 |
|
|
2020
Q1 | $612K | Sell |
37,270
-19,550
| -34% | -$417K | ﹤0.01% | 1734 |
|
|
2019
Q4 | $1.31M | Buy |
56,820
+15,192
| +36% | +$354K | ﹤0.01% | 1633 |
|
|
2019
Q3 | $981K | Buy |
41,628
+12,518
| +43% | +$287K | ﹤0.01% | 1764 |
|
|
2019
Q2 | $646K | Buy |
29,110
+9,902
| +52% | +$221K | ﹤0.01% | 2061 |
|
|
2019
Q1 | $425K | Sell |
19,208
-1,702
| -8% | -$36.1K | ﹤0.01% | 2165 |
|
|
2018
Q4 | $401K | Sell |
20,910
-1,586
| -7% | -$32.4K | ﹤0.01% | 2065 |
|
|
2018
Q3 | $470K | Sell |
22,496
-11,416
| -34% | -$241K | ﹤0.01% | 2121 |
|
|
2018
Q2 | $708K | Buy |
33,912
+21,506
| +173% | +$425K | ﹤0.01% | 1836 |
|
|
2018
Q1 | $226K | Sell |
12,406
-192,878
| -94% | -$3.72M | ﹤0.01% | 2407 |
|
|
2017
Q4 | $4.27M | Buy |
205,284
+7,038
| +4% | +$146K | 0.01% | 835 |
|
|
2017
Q3 | $4.09M | Sell |
198,246
-2,086
| -1% | -$43K | 0.01% | 814 |
|
|
2017
Q2 | $4.15M | Buy |
200,332
+6,972
| +4% | +$143K | 0.02% | 792 |
|
|
2017
Q1 | $3.96M | Buy |
+193,360
| New | +$3.96M | 0.02% | 802 |
|
|
2016
Q3 | – | Sell |
-11,866
| Closed | -$259K | – | 2496 |
|
|
2016
Q2 | $259K | Buy |
+11,866
| New | +$245K | ﹤0.01% | 2126 |
|
Other funds holding SCHH
DI
BEI