Wealthfront Advisers’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.1M | Buy |
665,432
+31,780
| +5% | +$672K | 0.04% | 165 |
|
|
2025
Q1 | $13.6M | Sell |
633,652
-57,850
| -8% | -$1.24M | 0.04% | 158 |
|
|
2024
Q4 | $14.6M | Buy |
691,502
+105,795
| +18% | +$2.23M | 0.04% | 130 |
|
|
2024
Q3 | $13.6M | Sell |
585,707
-65,964
| -10% | -$1.53M | 0.04% | 130 |
|
|
2024
Q2 | $13M | Buy |
651,671
+38,072
| +6% | +$760K | 0.04% | 123 |
|
|
2024
Q1 | $12.5M | Buy |
613,599
+24,600
| +4% | +$499K | 0.04% | 125 |
|
|
2023
Q4 | $12.2M | Sell |
588,999
-207,379
| -26% | -$4.29M | 0.05% | 118 |
|
|
2023
Q3 | $14.1M | Buy |
796,378
+185,256
| +30% | +$3.29M | 0.06% | 91 |
|
|
2023
Q2 | $11.9M | Sell |
611,122
-86,123
| -12% | -$1.68M | 0.05% | 104 |
|
|
2023
Q1 | $13.6M | Buy |
697,245
+32,285
| +5% | +$630K | 0.06% | 88 |
|
|
2022
Q4 | $12.8M | Sell |
664,960
-82,135
| -11% | -$1.58M | 0.06% | 86 |
|
|
2022
Q3 | $14M | Buy |
747,095
+142,034
| +23% | +$2.65M | 0.07% | 71 |
|
|
2022
Q2 | $12.8M | Buy |
605,061
+91,311
| +18% | +$1.93M | 0.06% | 73 |
|
|
2022
Q1 | $12.8M | Buy |
513,750
+248,682
| +94% | +$6.19M | 0.06% | 81 |
|
|
2021
Q4 | $14M | Buy |
265,068
+11,672
| +5% | +$615K | 0.06% | 75 |
|
|
2021
Q3 | $11.6M | Buy |
253,396
+41,215
| +19% | +$1.88M | 0.05% | 72 |
|
|
2021
Q2 | $9.72M | Buy |
212,181
+1,575
| +0.7% | +$72.1K | 0.05% | 75 |
|
|
2021
Q1 | $8.65M | Sell |
210,606
-15,568
| -7% | -$640K | 0.05% | 75 |
|
|
2020
Q4 | $8.59M | Sell |
226,174
-20,259
| -8% | -$769K | 0.05% | 65 |
|
|
2020
Q3 | $8.72M | Buy |
246,433
+8,758
| +4% | +$310K | 0.06% | 57 |
|
|
2020
Q2 | $8.37M | Buy |
237,675
+6,068
| +3% | +$214K | 0.06% | 59 |
|
|
2020
Q1 | $7.58M | Buy |
231,607
+33,640
| +17% | +$1.1M | 0.07% | 50 |
|
|
2019
Q4 | $9.1M | Sell |
197,967
-645
| -0.3% | -$29.6K | 0.07% | 46 |
|
|
2019
Q3 | $9.37M | Sell |
198,612
-1,775
| -0.9% | -$83.7K | 0.08% | 44 |
|
|
2019
Q2 | $8.91M | Sell |
200,387
-2,902
| -1% | -$129K | 0.08% | 45 |
|
|
2019
Q1 | $9.03M | Sell |
203,289
-9,394
| -4% | -$417K | 0.08% | 43 |
|
|
2018
Q4 | $8.19M | Buy |
+212,683
| New | +$8.19M | 0.09% | 45 |
|