Sunbelt Securities’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 | $4.25K | Sell |
202
-658
| -77% | -$13.8K | ﹤0.01% | 1483 |
|
|
2025
Q1 | $18.5K | Buy |
860
+658
| +326% | +$14.2K | ﹤0.01% | 1141 |
|
|
2024
Q4 | $4.21K | Sell |
202
-430
| -68% | -$8.95K | ﹤0.01% | 1486 |
|
|
2024
Q3 | $14.6K | Buy |
632
+1
| +0.2% | +$23 | ﹤0.01% | 1223 |
|
|
2024
Q2 | $12.6K | Sell |
631
-50
| -7% | -$999 | ﹤0.01% | 1220 |
|
|
2024
Q1 | $13.8K | Buy |
681
+25
| +4% | +$507 | ﹤0.01% | 1167 |
|
|
2023
Q4 | $13.6K | Sell |
656
-571
| -47% | -$11.8K | ﹤0.01% | 1109 |
|
|
2023
Q3 | $21.8K | Buy |
1,227
+126
| +11% | +$2.24K | ﹤0.01% | 997 |
|
|
2023
Q2 | $21.5K | Buy |
1,101
+54
| +5% | +$1.06K | ﹤0.01% | 1004 |
|
|
2023
Q1 | $20K | Buy |
+1,047
| New | +$20K | ﹤0.01% | 962 |
|
|
2020
Q2 | – | Sell |
-37,508
| Closed | -$716K | – | 368 |
|
|
2020
Q1 | $716K | Buy |
+37,508
| New | +$716K | 0.03% | 180 |
|