Thompson Investment Management’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 | $311K | Buy |
14,701
+936
| +7% | +$19.8K | 0.04% | 151 |
|
|
2025
Q1 | $296K | Buy |
13,765
+230
| +2% | +$4.95K | 0.04% | 149 |
|
|
2024
Q4 | $285K | Buy |
13,535
+951
| +8% | +$20K | 0.04% | 157 |
|
|
2024
Q3 | $292K | Sell |
12,584
-6
| -0% | -$139 | 0.04% | 154 |
|
|
2024
Q2 | $251K | Buy |
12,590
+1,058
| +9% | +$21.1K | 0.04% | 153 |
|
|
2024
Q1 | $234K | Buy |
11,532
+1,505
| +15% | +$30.6K | 0.04% | 164 |
|
|
2023
Q4 | $208K | Buy |
10,027
+8,253
| +465% | +$171K | 0.03% | 172 |
|
|
2023
Q3 | $31.5K | Buy |
1,774
+108
| +6% | +$1.92K | 0.01% | 264 |
|
|
2023
Q2 | $32.5K | Buy |
1,666
+65
| +4% | +$1.27K | 0.01% | 271 |
|
|
2023
Q1 | $31.2K | Buy |
+1,601
| New | +$31.2K | 0.01% | 276 |
|