UMB Bank’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
Q1 | – | Sell |
-1,160
| Closed | -$24.4K | – | 2161 |
|
|
2024
Q4 | $24.4K | Hold |
1,160
| – | – | ﹤0.01% | 1177 |
|
|
2024
Q3 | $26.9K | Hold |
1,160
| – | – | ﹤0.01% | 1099 |
|
|
2024
Q2 | $23.2K | Sell |
1,160
-301
| -21% | -$6.01K | ﹤0.01% | 1017 |
|
|
2024
Q1 | $29.7K | Buy |
1,461
+301
| +26% | +$6.11K | ﹤0.01% | 958 |
|
|
2023
Q4 | $24K | Hold |
1,160
| – | – | ﹤0.01% | 1010 |
|
|
2023
Q3 | $20.6K | Hold |
1,160
| – | – | ﹤0.01% | 1073 |
|
|
2023
Q2 | $22.7K | Sell |
1,160
-7,745
| -87% | -$151K | ﹤0.01% | 1066 |
|
|
2023
Q1 | $174K | Buy |
8,905
+1,144
| +15% | +$22.3K | ﹤0.01% | 594 |
|
|
2022
Q4 | $150K | Hold |
7,761
| – | – | ﹤0.01% | 631 |
|
|
2022
Q3 | $145K | Sell |
7,761
-6,982
| -47% | -$130K | ﹤0.01% | 654 |
|
|
2022
Q2 | $311K | Buy |
14,743
+3,771
| +34% | +$79.5K | ﹤0.01% | 534 |
|
|
2022
Q1 | $273K | Sell |
10,972
-306
| -3% | -$7.61K | ﹤0.01% | 594 |
|
|
2021
Q4 | $297K | Buy |
+11,278
| New | +$297K | ﹤0.01% | 588 |
|
|
2020
Q1 | – | Sell |
-15,186
| Closed | -$349K | – | 362 |
|
|
2019
Q4 | $349K | Buy |
+15,186
| New | +$349K | 0.01% | 297 |
|