Vista Capital Partners’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 | $7.13M | Buy |
337,166
+180,271
| +115% | +$3.81M | 0.78% | 10 |
|
|
2025
Q1 | $3.37M | Sell |
156,895
-339
| -0.2% | -$7.29K | 0.41% | 14 |
|
|
2024
Q4 | $3.31M | Sell |
157,234
-3,662
| -2% | -$77.1K | 0.39% | 13 |
|
|
2024
Q3 | $3.73M | Sell |
160,896
-1,631
| -1% | -$37.8K | 0.43% | 13 |
|
|
2024
Q2 | $3.25M | Sell |
162,527
-29,511
| -15% | -$589K | 0.4% | 13 |
|
|
2024
Q1 | $3.9M | Sell |
192,038
-5,490
| -3% | -$111K | 0.49% | 13 |
|
|
2023
Q4 | $4.09M | Buy |
197,528
+39,050
| +25% | +$809K | 0.55% | 12 |
|
|
2023
Q3 | $2.81M | Buy |
158,478
+14,344
| +10% | +$255K | 0.42% | 14 |
|
|
2023
Q2 | $2.81M | Sell |
144,134
-3,605
| -2% | -$70.4K | 0.39% | 14 |
|
|
2023
Q1 | $2.88M | Sell |
147,739
-27,188
| -16% | -$530K | 0.43% | 13 |
|
|
2022
Q4 | $3.37M | Buy |
174,927
+61,187
| +54% | +$1.18M | 0.53% | 11 |
|
|
2022
Q3 | $2.13M | Buy |
113,740
+17,734
| +18% | +$331K | 0.36% | 11 |
|
|
2022
Q2 | $2.03M | Buy |
96,006
+22,288
| +30% | +$470K | 0.33% | 11 |
|
|
2022
Q1 | $1.84M | Sell |
73,718
-402
| -0.5% | -$10K | 0.24% | 14 |
|
|
2021
Q4 | $1.95M | Sell |
74,120
-222
| -0.3% | -$5.85K | 0.25% | 13 |
|
|
2021
Q3 | $1.7M | Sell |
74,342
-650
| -0.9% | -$14.8K | 0.24% | 14 |
|
|
2021
Q2 | $1.72M | Sell |
74,992
-2,516
| -3% | -$57.6K | 0.25% | 13 |
|
|
2021
Q1 | $1.59M | Sell |
77,508
-3,708
| -5% | -$76.2K | 0.25% | 14 |
|
|
2020
Q4 | $1.54M | Sell |
81,216
-11,880
| -13% | -$226K | 0.26% | 14 |
|
|
2020
Q3 | $1.65M | Buy |
93,096
+1,398
| +2% | +$24.7K | 0.3% | 11 |
|
|
2020
Q2 | $1.62M | Sell |
91,698
-83,408
| -48% | -$1.47M | 0.31% | 8 |
|
|
2020
Q1 | $2.87M | Buy |
175,106
+122,762
| +235% | +$2.01M | 0.68% | 8 |
|
|
2019
Q4 | $1.2M | Sell |
52,344
-2,344
| -4% | -$53.8K | 0.23% | 13 |
|
|
2019
Q3 | $1.29M | Sell |
54,688
-226
| -0.4% | -$5.33K | 0.26% | 13 |
|
|
2019
Q2 | $1.22M | Sell |
54,914
-530
| -1% | -$11.8K | 0.24% | 13 |
|
|
2019
Q1 | $1.23M | Sell |
55,444
-52,192
| -48% | -$1.16M | 0.25% | 12 |
|
|
2018
Q4 | $2.07M | Buy |
107,636
+69,450
| +182% | +$1.34M | 0.49% | 8 |
|
|
2018
Q3 | $797K | Buy |
38,186
+28
| +0.1% | +$584 | 0.16% | 20 |
|
|
2018
Q2 | $797K | Sell |
38,158
-11,734
| -24% | -$245K | 0.17% | 17 |
|
|
2018
Q1 | $954K | Buy |
49,892
+26,510
| +113% | +$507K | 0.22% | 11 |
|
|
2017
Q4 | $487K | Buy |
23,382
+2,568
| +12% | +$53.5K | 0.11% | 31 |
|
|
2017
Q3 | $428K | Buy |
20,814
+236
| +1% | +$4.85K | 0.1% | 33 |
|
|
2017
Q2 | $424K | Buy |
20,578
+826
| +4% | +$17K | 0.11% | 30 |
|
|
2017
Q1 | $403K | Sell |
19,752
-13,902
| -41% | -$284K | 0.1% | 32 |
|
|
2016
Q4 | $691K | Buy |
33,654
+20,902
| +164% | +$429K | 0.19% | 17 |
|
|
2016
Q3 | $272K | Buy |
12,752
+214
| +2% | +$4.57K | 0.08% | 39 |
|
|
2016
Q2 | $272K | Sell |
12,538
-492
| -4% | -$10.7K | 0.08% | 32 |
|
|
2016
Q1 | $270K | Sell |
13,030
-776
| -6% | -$16.1K | 0.08% | 32 |
|
|
2015
Q4 | $274K | Sell |
13,806
-984
| -7% | -$19.5K | 0.09% | 32 |
|
|
2015
Q3 | $275K | Buy |
14,790
+112
| +0.8% | +$2.08K | 0.09% | 34 |
|
|
2015
Q2 | $267K | Buy |
14,678
+2,472
| +20% | +$45K | 0.08% | 37 |
|
|
2015
Q1 | $247K | Buy |
12,206
+726
| +6% | +$14.7K | 0.08% | 39 |
|
|
2014
Q4 | $224K | Buy |
+11,480
| New | +$224K | 0.07% | 44 |
|