Valmark Advisers’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 | $1.29M | Buy |
60,777
+1,038
| +2% | +$22K | 0.02% | 289 |
|
|
2025
Q1 | $1.28M | Sell |
59,739
-5,100
| -8% | -$110K | 0.02% | 272 |
|
|
2024
Q4 | $1.37M | Buy |
64,839
+461
| +0.7% | +$9.71K | 0.02% | 263 |
|
|
2024
Q3 | $1.49M | Sell |
64,378
-233
| -0.4% | -$5.4K | 0.02% | 238 |
|
|
2024
Q2 | $1.29M | Buy |
64,611
+2,329
| +4% | +$46.5K | 0.02% | 241 |
|
|
2024
Q1 | $1.26M | Buy |
62,282
+1,523
| +3% | +$30.9K | 0.02% | 228 |
|
|
2023
Q4 | $1.26M | Buy |
60,759
+29
| +0% | +$601 | 0.02% | 216 |
|
|
2023
Q3 | $1.08M | Buy |
60,730
+5,657
| +10% | +$100K | 0.02% | 210 |
|
|
2023
Q2 | $1.08M | Buy |
55,073
+4,160
| +8% | +$81.2K | 0.02% | 218 |
|
|
2023
Q1 | $993K | Buy |
50,913
+5,334
| +12% | +$104K | 0.02% | 224 |
|
|
2022
Q4 | $879K | Sell |
45,579
-5,067
| -10% | -$97.7K | 0.02% | 224 |
|
|
2022
Q3 | $947K | Hold |
50,646
| – | – | 0.02% | 196 |
|
|
2022
Q2 | $1.07M | Sell |
50,646
-591
| -1% | -$12.5K | 0.02% | 184 |
|
|
2022
Q1 | $1.28M | Buy |
51,237
+2,675
| +6% | +$66.6K | 0.02% | 176 |
|
|
2021
Q4 | $1.28M | Sell |
48,562
-778
| -2% | -$20.5K | 0.02% | 169 |
|
|
2021
Q3 | $1.13M | Buy |
49,340
+10,814
| +28% | +$247K | 0.02% | 174 |
|
|
2021
Q2 | $882K | Buy |
38,526
+16,566
| +75% | +$379K | 0.02% | 197 |
|
|
2021
Q1 | $451K | Buy |
+21,960
| New | +$451K | 0.01% | 281 |
|