Vise Technologies’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 | $8.07M | Buy |
+381,474
| New | +$8.07M | 0.33% | 56 |
|
|
2024
Q4 | $7.74M | Buy |
367,407
+16,533
| +5% | +$348K | 0.64% | 26 |
|
|
2024
Q3 | $8.13M | Sell |
350,874
-26,315
| -7% | -$610K | 1.03% | 19 |
|
|
2024
Q2 | $7.53M | Buy |
377,189
+38,806
| +11% | +$775K | 1.32% | 17 |
|
|
2024
Q1 | $6.87M | Buy |
338,383
+31,648
| +10% | +$642K | 1.35% | 16 |
|
|
2023
Q4 | $6.35M | Buy |
306,735
+12,807
| +4% | +$265K | 1.37% | 14 |
|
|
2023
Q3 | $5.22M | Sell |
293,928
-14,957
| -5% | -$265K | 1.28% | 16 |
|
|
2023
Q2 | $6.03M | Buy |
308,885
+7,255
| +2% | +$142K | 1.46% | 16 |
|
|
2023
Q1 | $5.88M | Buy |
301,630
+11,391
| +4% | +$222K | 1.55% | 12 |
|
|
2022
Q4 | $5.6M | Buy |
290,239
+8,622
| +3% | +$166K | 1.75% | 10 |
|
|
2022
Q3 | $5.26M | Buy |
281,617
+9,387
| +3% | +$175K | 1.98% | 9 |
|
|
2022
Q2 | $5.74M | Buy |
272,230
+102,365
| +60% | +$2.16M | 2.23% | 7 |
|
|
2022
Q1 | $4.23M | Buy |
+169,865
| New | +$4.23M | 1.59% | 11 |
|