Strategic Financial Services’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 | – | Sell |
-9,800
| Closed | -$211K | – | 142 |
|
|
2025
Q1 | $211K | Hold |
9,800
| – | – | 0.01% | 129 |
|
|
2024
Q4 | $206K | Hold |
9,800
| – | – | 0.01% | 131 |
|
|
2024
Q3 | $227K | Buy |
+9,800
| New | +$227K | 0.01% | 132 |
|
|
2024
Q1 | – | Sell |
-9,800
| Closed | -$203K | – | 130 |
|
|
2023
Q4 | $203K | Buy |
+9,800
| New | +$203K | 0.01% | 126 |
|
|
2022
Q3 | – | Sell |
-9,800
| Closed | -$207K | – | 132 |
|
|
2022
Q2 | $207K | Hold |
9,800
| – | – | 0.02% | 126 |
|
|
2022
Q1 | $244K | Hold |
9,800
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $258K | Hold |
9,800
| – | – | 0.02% | 120 |
|
|
2021
Q3 | $224K | Hold |
9,800
| – | – | 0.02% | 118 |
|
|
2021
Q2 | $224K | Sell |
9,800
-288
| -3% | -$6.58K | 0.02% | 134 |
|
|
2021
Q1 | $207K | Buy |
+10,088
| New | +$207K | 0.02% | 133 |
|
|
2017
Q2 | – | Sell |
-12,274
| Closed | -$250K | – | 119 |
|
|
2017
Q1 | $250K | Buy |
12,274
+2,024
| +20% | +$41.2K | 0.05% | 109 |
|
|
2016
Q4 | $210K | Buy |
+10,250
| New | +$210K | 0.04% | 110 |
|