Texas Yale Capital Corp’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 | $2.94M | Buy |
138,971
+7,023
| +5% | +$149K | 0.1% | 148 |
|
2025
Q1 | $2.84M | Buy |
131,948
+32,311
| +32% | +$695K | 0.12% | 152 |
|
2024
Q4 | $2.1M | Buy |
99,637
+3,250
| +3% | +$68.4K | 0.08% | 182 |
|
2024
Q3 | $2.23M | Buy |
96,387
+680
| +0.7% | +$15.8K | 0.1% | 174 |
|
2024
Q2 | $1.91M | Sell |
95,707
-1,830
| -2% | -$36.5K | 0.09% | 178 |
|
2024
Q1 | $1.98M | Hold |
97,537
| – | – | 0.09% | 173 |
|
2023
Q4 | $2.02M | Sell |
97,537
-9,770
| -9% | -$202K | 0.1% | 168 |
|
2023
Q3 | $1.9M | Buy |
107,307
+874
| +0.8% | +$15.5K | 0.09% | 162 |
|
2023
Q2 | $2.08M | Sell |
106,433
-500
| -0.5% | -$9.77K | 0.1% | 159 |
|
2023
Q1 | $2.09M | Buy |
106,933
+7,266
| +7% | +$142K | 0.11% | 157 |
|
2022
Q4 | $1.92M | Buy |
99,667
+65,375
| +191% | +$1.26M | 0.11% | 163 |
|
2022
Q3 | $641K | Sell |
34,292
-1,055
| -3% | -$19.7K | 0.04% | 285 |
|
2022
Q2 | $745K | Buy |
35,347
+1,491
| +4% | +$31.4K | 0.05% | 266 |
|
2022
Q1 | $843K | Buy |
33,856
+1,266
| +4% | +$31.5K | 0.05% | 262 |
|
2021
Q4 | $859K | Sell |
32,590
-300
| -0.9% | -$7.91K | 0.04% | 264 |
|
2021
Q3 | $751K | Buy |
32,890
+200
| +0.6% | +$4.57K | 0.04% | 274 |
|
2021
Q2 | $748K | Buy |
32,690
+890
| +3% | +$20.4K | 0.04% | 272 |
|
2021
Q1 | $653K | Hold |
31,800
| – | – | 0.04% | 280 |
|
2020
Q4 | $604K | Buy |
31,800
+676
| +2% | +$12.8K | 0.04% | 290 |
|
2020
Q3 | $550K | Sell |
31,124
-2,984
| -9% | -$52.7K | 0.04% | 286 |
|
2020
Q2 | $601K | Hold |
34,108
| – | – | 0.05% | 270 |
|
2020
Q1 | $558K | Sell |
34,108
-44,052
| -56% | -$721K | 0.05% | 266 |
|
2019
Q4 | $1.8M | Buy |
78,160
+4
| +0% | +$92 | 0.12% | 157 |
|
2019
Q3 | $1.84M | Buy |
78,156
+10
| +0% | +$236 | 0.13% | 146 |
|
2019
Q2 | $1.74M | Sell |
78,146
-77,250
| -50% | -$1.72M | 0.13% | 149 |
|
2019
Q1 | $3.45M | Buy |
155,396
+79,186
| +104% | +$1.76M | 0.14% | 145 |
|
2018
Q4 | $1.47M | Hold |
76,210
| – | – | 0.13% | 152 |
|
2018
Q3 | $1.59M | Sell |
76,210
-90
| -0.1% | -$1.88K | 0.13% | 162 |
|
2018
Q2 | $1.59M | Hold |
76,300
| – | – | 0.14% | 146 |
|
2018
Q1 | $1.46M | Buy |
76,300
+3,820
| +5% | +$73K | 0.13% | 163 |
|
2017
Q4 | $1.51M | Buy |
72,480
+25,000
| +53% | +$520K | 0.13% | 153 |
|
2017
Q3 | $976K | Buy |
47,480
+1,980
| +4% | +$40.7K | 0.08% | 226 |
|
2017
Q2 | $938K | Buy |
45,500
+90
| +0.2% | +$1.86K | 0.08% | 222 |
|
2017
Q1 | $926K | Buy |
45,410
+2,210
| +5% | +$45.1K | 0.08% | 218 |
|
2016
Q4 | $886K | Buy |
43,200
+31,200
| +260% | +$640K | 0.08% | 216 |
|
2016
Q3 | $256K | Hold |
12,000
| – | – | 0.02% | 402 |
|
2016
Q2 | $261K | Hold |
12,000
| – | – | 0.03% | 398 |
|
2016
Q1 | $248K | Hold |
12,000
| – | – | 0.03% | 396 |
|
2015
Q4 | $238K | Hold |
12,000
| – | – | 0.02% | 402 |
|
2015
Q3 | $223K | Hold |
12,000
| – | – | 0.02% | 429 |
|
2015
Q2 | $218K | Buy |
+12,000
| New | +$218K | 0.02% | 448 |
|