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