Truist Financial’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
$357K Sell
16,872
-332
-2% -$7.03K ﹤0.01% 2104
2025
Q1
$370K Sell
17,204
-10,949
-39% -$236K ﹤0.01% 2021
2024
Q4
$593K Sell
28,153
-43,489
-61% -$916K ﹤0.01% 1766
2024
Q3
$1.66M Sell
71,642
-35,859
-33% -$831K ﹤0.01% 1307
2024
Q2
$2.15M Sell
107,501
-9,497
-8% -$190K ﹤0.01% 1237
2024
Q1
$2.38M Buy
116,998
+4,651
+4% +$94.4K ﹤0.01% 1193
2023
Q4
$2.33M Buy
112,347
+8,481
+8% +$176K ﹤0.01% 1188
2023
Q3
$1.84M Sell
103,866
-3,963
-4% -$70.3K ﹤0.01% 1277
2023
Q2
$2.11M Sell
107,829
-3,003
-3% -$58.6K ﹤0.01% 1237
2023
Q1
$2.16M Sell
110,832
-32,588
-23% -$635K ﹤0.01% 1184
2022
Q4
$2.77M Sell
143,420
-8,446
-6% -$163K ﹤0.01% 1050
2022
Q3
$2.84M Buy
151,866
+7,647
+5% +$143K 0.01% 1002
2022
Q2
$3.04M Buy
144,219
+9,066
+7% +$191K 0.01% 1006
2022
Q1
$3.36M Buy
135,153
+41,281
+44% +$1.03M 0.01% 1043
2021
Q4
$2.47M Buy
93,872
+4,388
+5% +$116K ﹤0.01% 1177
2021
Q3
$2.04M Sell
89,484
-4,878
-5% -$111K ﹤0.01% 1257
2021
Q2
$2.16M Buy
94,362
+6,116
+7% +$140K ﹤0.01% 1244
2021
Q1
$1.81M Sell
88,246
-5,892
-6% -$121K ﹤0.01% 1282
2020
Q4
$1.79M Buy
94,138
+18,194
+24% +$346K ﹤0.01% 1217
2020
Q3
$1.34M Sell
75,944
-6,140
-7% -$109K ﹤0.01% 1236
2020
Q2
$1.45M Sell
82,084
-60,146
-42% -$1.06M ﹤0.01% 1154
2020
Q1
$2.33M Buy
142,230
+9,190
+7% +$150K 0.01% 919
2019
Q4
$3.06M Buy
+133,040
New +$3.06M 0.01% 946