Waterloo Capital’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 | $462K | Sell |
21,855
-26
| -0.1% | -$550 | 0.04% | 278 |
|
|
2025
Q1 | $471K | Sell |
21,881
-1,139
| -5% | -$24.5K | 0.04% | 254 |
|
|
2024
Q4 | $485K | Sell |
23,020
-3,961
| -15% | -$83.4K | 0.05% | 232 |
|
|
2024
Q3 | $625K | Sell |
26,981
-7,430
| -22% | -$172K | 0.07% | 205 |
|
|
2024
Q2 | $687K | Sell |
34,411
-2,338
| -6% | -$46.7K | 0.08% | 183 |
|
|
2024
Q1 | $746K | Sell |
36,749
-6,514
| -15% | -$132K | 0.1% | 178 |
|
|
2023
Q4 | $896K | Buy |
+43,263
| New | +$896K | 0.15% | 149 |
|
|
2023
Q3 | – | Sell |
-10,845
| Closed | -$212K | – | 231 |
|
|
2023
Q2 | $212K | Sell |
10,845
-6,214
| -36% | -$121K | 0.06% | 183 |
|
|
2023
Q1 | $333K | Buy |
+17,059
| New | +$333K | 0.1% | 124 |
|