United Capital Financial Advisors’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 | – | Sell |
-9,875
| Closed | -$212K | – | 1117 |
|
|
2025
Q1 | $212K | Buy |
+9,875
| New | +$212K | ﹤0.01% | 988 |
|
|
2024
Q4 | – | Sell |
-9,107
| Closed | -$211K | – | 1088 |
|
|
2024
Q3 | $211K | Buy |
+9,107
| New | +$211K | ﹤0.01% | 992 |
|
|
2024
Q2 | – | Sell |
-11,823
| Closed | -$240K | – | 1095 |
|
|
2024
Q1 | $240K | Sell |
11,823
-2,512
| -18% | -$51K | ﹤0.01% | 951 |
|
|
2023
Q4 | $297K | Sell |
14,335
-11,281
| -44% | -$234K | ﹤0.01% | 869 |
|
|
2023
Q3 | $455K | Sell |
25,616
-1,701
| -6% | -$30.2K | ﹤0.01% | 652 |
|
|
2023
Q2 | $533K | Sell |
27,317
-3,523
| -11% | -$68.8K | ﹤0.01% | 673 |
|
|
2023
Q1 | $601K | Sell |
30,840
-2,110
| -6% | -$41.1K | ﹤0.01% | 689 |
|
|
2022
Q4 | $636K | Sell |
32,950
-574
| -2% | -$11.1K | ﹤0.01% | 719 |
|
|
2022
Q3 | $627K | Sell |
33,524
-3,280
| -9% | -$61.3K | ﹤0.01% | 717 |
|
|
2022
Q2 | $776K | Sell |
36,804
-5,714
| -13% | -$120K | ﹤0.01% | 682 |
|
|
2022
Q1 | $1.06M | Sell |
42,518
-8,226
| -16% | -$205K | 0.01% | 653 |
|
|
2021
Q4 | $1.34M | Buy |
50,744
+1,328
| +3% | +$35K | 0.01% | 620 |
|
|
2021
Q3 | $1.13M | Buy |
49,416
+3,364
| +7% | +$76.9K | 0.01% | 644 |
|
|
2021
Q2 | $1.05M | Sell |
46,052
-2,874
| -6% | -$65.8K | 0.01% | 682 |
|
|
2021
Q1 | $1.01M | Sell |
48,926
-5,882
| -11% | -$121K | 0.01% | 670 |
|
|
2020
Q4 | $1.04M | Sell |
54,808
-3,072
| -5% | -$58.3K | 0.01% | 661 |
|
|
2020
Q3 | $1.02M | Buy |
57,880
+758
| +1% | +$13.4K | 0.01% | 652 |
|
|
2020
Q2 | $1.01M | Sell |
57,122
-286
| -0.5% | -$5.04K | 0.01% | 663 |
|
|
2020
Q1 | $940K | Sell |
57,408
-12,424
| -18% | -$203K | 0.01% | 646 |
|
|
2019
Q4 | $1.61M | Buy |
69,832
+6,514
| +10% | +$150K | 0.01% | 642 |
|
|
2019
Q3 | $1.49M | Sell |
63,318
-428
| -0.7% | -$10.1K | 0.01% | 639 |
|
|
2019
Q2 | $1.42M | Buy |
63,746
+2,452
| +4% | +$54.5K | 0.01% | 700 |
|
|
2019
Q1 | $1.36M | Sell |
61,294
-3,418
| -5% | -$76K | 0.01% | 686 |
|
|
2018
Q4 | $1.25M | Buy |
64,712
+394
| +0.6% | +$7.59K | 0.01% | 654 |
|
|
2018
Q3 | $1.34M | Buy |
64,318
+3,960
| +7% | +$82.6K | 0.01% | 695 |
|
|
2018
Q2 | $1.26M | Sell |
60,358
-788
| -1% | -$16.5K | 0.01% | 707 |
|
|
2018
Q1 | $1.17M | Buy |
61,146
+4,760
| +8% | +$91K | 0.01% | 737 |
|
|
2017
Q4 | $1.17M | Buy |
56,386
+322
| +0.6% | +$6.7K | 0.01% | 744 |
|
|
2017
Q3 | $1.15M | Buy |
56,064
+32,682
| +140% | +$672K | 0.01% | 740 |
|
|
2017
Q2 | $482K | Buy |
23,382
+780
| +3% | +$16.1K | ﹤0.01% | 930 |
|
|
2017
Q1 | $461K | Sell |
22,602
-12,086
| -35% | -$247K | ﹤0.01% | 931 |
|
|
2016
Q4 | $712K | Sell |
34,688
-132
| -0.4% | -$2.71K | 0.01% | 835 |
|
|
2016
Q3 | $743K | Sell |
34,820
-14,420
| -29% | -$308K | 0.01% | 856 |
|
|
2016
Q2 | $1.06M | Sell |
49,240
-23,386
| -32% | -$503K | 0.01% | 721 |
|
|
2016
Q1 | $1.5M | Sell |
72,626
-76,018
| -51% | -$1.57M | 0.02% | 598 |
|
|
2015
Q4 | $2.95M | Buy |
148,644
+994
| +0.7% | +$19.7K | 0.03% | 461 |
|
|
2015
Q3 | $2.75M | Sell |
147,650
-23,478
| -14% | -$437K | 0.03% | 460 |
|
|
2015
Q2 | $3.11M | Buy |
171,128
+22,144
| +15% | +$402K | 0.04% | 471 |
|
|
2015
Q1 | $2.85M | Buy |
148,984
+16,768
| +13% | +$321K | 0.03% | 473 |
|
|
2014
Q4 | $2.58M | Buy |
+132,216
| New | +$2.58M | 0.04% | 405 |
|