Vivaldi Capital Management’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 | $1.62M | Sell |
76,436
-319
| -0.4% | -$6.75K | 0.24% | 83 |
|
|
2025
Q1 | $1.65M | Buy |
76,755
+2,108
| +3% | +$45.3K | 0.27% | 80 |
|
|
2024
Q4 | $1.61M | Buy |
74,647
+4,807
| +7% | +$104K | 0.25% | 80 |
|
|
2024
Q3 | $1.62M | Buy |
69,840
+993
| +1% | +$23K | 0.47% | 49 |
|
|
2024
Q2 | $1.37M | Sell |
68,847
-32,922
| -32% | -$657K | 0.39% | 55 |
|
|
2024
Q1 | $1.99M | Buy |
101,769
+920
| +0.9% | +$18K | 0.58% | 40 |
|
|
2023
Q4 | $1.96M | Buy |
100,849
+39,031
| +63% | +$757K | 0.59% | 41 |
|
|
2023
Q3 | $1.1M | Buy |
+61,818
| New | +$1.1M | 0.36% | 74 |
|