Sumitomo Mitsui Trust Group’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 | $431K | Buy |
20,389
+7,976
| +64% | +$169K | ﹤0.01% | 943 |
|
|
2025
Q1 | $267K | Buy |
+12,413
| New | +$267K | ﹤0.01% | 997 |
|
|
2024
Q4 | – | Sell |
-35,798
| Closed | -$829K | – | 1063 |
|
|
2024
Q3 | $829K | Buy |
35,798
+9,080
| +34% | +$210K | ﹤0.01% | 911 |
|
|
2024
Q2 | $534K | Sell |
26,718
-15,949
| -37% | -$319K | ﹤0.01% | 961 |
|
|
2024
Q1 | $866K | Buy |
42,667
+4,037
| +10% | +$82K | ﹤0.01% | 976 |
|
|
2023
Q4 | $800K | Buy |
+38,630
| New | +$800K | ﹤0.01% | 997 |
|
|
2023
Q3 | – | Sell |
-37,206
| Closed | -$727K | – | 1157 |
|
|
2023
Q2 | $727K | Buy |
37,206
+15,399
| +71% | +$301K | ﹤0.01% | 1027 |
|
|
2023
Q1 | $425K | Buy |
21,807
+2,518
| +13% | +$49.1K | ﹤0.01% | 1081 |
|
|
2022
Q4 | $372K | Buy |
+19,289
| New | +$372K | ﹤0.01% | 1133 |
|