Wells Fargo’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.65M Sell
356,186
-52,882
-13% -$1.16M ﹤0.01% 2240
2025
Q4
$8.55M Buy
409,068
+24,260
+6% +$514K ﹤0.01% 2189
2025
Q3
$8.3M Sell
384,808
-1,375
-0.4% -$29.3K ﹤0.01% 2149
2025
Q2
$8.17M Buy
386,183
+25,720
+7% +$539K ﹤0.01% 2076
2025
Q1
$7.75M Sell
360,463
-39,216
-10% -$838K ﹤0.01% 2068
2024
Q4
$8.42M Buy
399,679
+55,591
+16% +$1.24M ﹤0.01% 2014
2024
Q3
$7.97M Sell
344,088
-12,655
-4% -$277K ﹤0.01% 2029
2024
Q2
$7.12M Sell
356,743
-22,169
-6% -$432K ﹤0.01% 1993
2024
Q1
$7.69M Sell
378,912
-15,743
-4% -$316K ﹤0.01% 1957
2023
Q4
$8.17M Sell
394,655
-9,705
-2% -$180K ﹤0.01% 1854
2023
Q3
$7.18M Sell
404,360
-13,490
-3% -$260K ﹤0.01% 1841
2023
Q2
$8.16M Sell
417,850
-16,492
-4% -$316K ﹤0.01% 1750
2023
Q1
$8.47M Sell
434,342
-8,908
-2% -$178K ﹤0.01% 1716
2022
Q4
$8.55M Sell
443,250
-11,207
-2% -$216K ﹤0.01% 1649
2022
Q3
$8.49M Sell
454,457
-9,000
-2% -$195K ﹤0.01% 1643
2022
Q2
$9.78M Buy
463,457
+9,373
+2% +$216K ﹤0.01% 1589
2022
Q1
$11.3M Buy
454,084
+2,298
+0.5% +$55.5K ﹤0.01% 1730
2021
Q4
$11.9M Sell
451,786
-45,678
-9% -$1.13M ﹤0.01% 1718
2021
Q3
$11.4M Sell
497,464
-19,718
-4% -$470K ﹤0.01% 2094
2021
Q2
$11.8M Sell
517,182
-62,390
-11% -$1.39M ﹤0.01% 2101
2021
Q1
$11.9M Buy
579,572
+17,350
+3% +$339K ﹤0.01% 2059
2020
Q4
$10.7M Sell
562,222
-62,794
-10% -$1.16M ﹤0.01% 2036
2020
Q3
$11.1M Sell
625,016
-19,106
-3% -$344K ﹤0.01% 1821
2020
Q2
$11.3M Buy
644,122
+12,328
+2% +$214K ﹤0.01% 1752
2020
Q1
$10.3M Sell
631,794
-1,352
-0.2% -$28.8K ﹤0.01% 1646
2019
Q4
$14.5M Buy
633,146
+15,770
+3% +$367K ﹤0.01% 1675
2019
Q3
$14.6M Sell
617,376
-25,208
-4% -$578K ﹤0.01% 1658
2019
Q2
$14.3M Sell
642,584
-171,034
-21% -$3.82M ﹤0.01% 1681
2019
Q1
$18.1M Sell
813,618
-164,734
-17% -$3.5M 0.01% 1510
2018
Q4
$18.8M Buy
978,352
+573,888
+142% +$11.7M 0.01% 1405
2018
Q3
$8.44M Sell
404,464
-17,294
-4% -$366K ﹤0.01% 2207
2018
Q2
$8.81M Sell
421,758
-58,924
-12% -$1.17M ﹤0.01% 2175
2018
Q1
$9.19M Buy
480,682
+126,160
+36% +$2.43M ﹤0.01% 2087
2017
Q4
$7.38M Buy
354,522
+28,104
+9% +$584K ﹤0.01% 2238
2017
Q3
$6.71M Buy
326,418
+17,262
+6% +$356K ﹤0.01% 2294
2017
Q2
$6.37M Buy
309,156
+90,760
+42% +$1.87M ﹤0.01% 2257
2017
Q1
$4.45M Sell
218,396
-91,470
-30% -$1.87M ﹤0.01% 2519
2016
Q4
$6.36M Sell
309,866
-67,284
-18% -$1.35M ﹤0.01% 2205
2016
Q3
$8.04M Buy
377,150
+14,784
+4% +$324K ﹤0.01% 1912
2016
Q2
$7.87M Buy
362,366
+110,908
+44% +$2.29M ﹤0.01% 1997
2016
Q1
$5.21M Buy
251,458
+123,632
+97% +$2.38M ﹤0.01% 2280
2015
Q4
$2.53M Buy
127,826
+113,756
+809% +$2.22M ﹤0.01% 2816
2015
Q3
$261K Buy
14,070
+3,680
+35% +$69K ﹤0.01% 4321
2015
Q2
$189K Sell
10,390
-44,110
-81% -$850K ﹤0.01% 4640
2015
Q1
$1.1M Buy
54,500
+2,994
+6% +$61.1K ﹤0.01% 3466
2014
Q4
$1M Buy
51,506
+29,010
+129% +$543K ﹤0.01% 3507
2014
Q3
$383K Sell
22,496
-3,866
-15% -$68.9K ﹤0.01% 4042
2014
Q2
$466K Buy
26,362
+1,710
+7% +$29.6K ﹤0.01% 3957
2014
Q1
$408K Buy
24,652
+5,416
+28% +$86.8K ﹤0.01% 3986
2013
Q4
$291K Buy
19,236
+17,118
+808% +$267K ﹤0.01% 4073
2013
Q3
$33K Sell
2,118
-1,630
-43% -$25.8K ﹤0.01% 4793
2013
Q2
$60K Buy
+3,748
New +$63.1K ﹤0.01% 4558

Other funds holding SCHH