William Blair & Company’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
$98K Sell
4,558
-1,251
-22% -$27.4K ﹤0.01% 1590
2025
Q4
$121K Buy
5,809
+630
+12% +$13.4K ﹤0.01% 1544
2025
Q3
$112K Sell
5,179
-157
-3% -$3.35K ﹤0.01% 1550
2025
Q2
$113K Buy
5,336
+906
+20% +$19K ﹤0.01% 1501
2025
Q1
$95.3K Buy
4,430
+656
+17% +$14K ﹤0.01% 1502
2024
Q4
$79.5K Buy
3,774
+700
+23% +$15.6K ﹤0.01% 1554
2024
Q3
$71.2K Sell
3,074
-59
-2% -$1.29K ﹤0.01% 1584
2024
Q2
$62.6K Sell
3,133
-7,738
-71% -$151K ﹤0.01% 1574
2024
Q1
$221K Buy
10,871
+1,519
+16% +$30.5K ﹤0.01% 1370
2023
Q4
$194K Sell
9,352
-92
-1% -$1.71K ﹤0.01% 1409
2023
Q3
$168K Buy
9,444
+255
+3% +$4.91K ﹤0.01% 1424
2023
Q2
$179K Buy
9,189
+317
+4% +$6.08K ﹤0.01% 1426
2023
Q1
$173K Buy
8,872
+2,168
+32% +$43.4K ﹤0.01% 1428
2022
Q4
$129K Sell
6,704
-866
-11% -$16.7K ﹤0.01% 1447
2022
Q3
$141K Buy
7,570
+1,194
+19% +$25.8K ﹤0.01% 1456
2022
Q2
$134K Sell
6,376
-426
-6% -$9.8K ﹤0.01% 1489
2022
Q1
$169K Buy
6,802
+54
+0.8% +$1.3K ﹤0.01% 1558
2021
Q4
$178K Buy
6,748
+6,616
+5,012% +$163K ﹤0.01% 1605
2021
Q3
$3K Sell
132
-166
-56% -$3.96K ﹤0.01% 1845
2021
Q2
$7K Buy
298
+130
+77% +$2.89K ﹤0.01% 1839
2021
Q1
$3K Sell
168
-332
-66% -$6.49K ﹤0.01% 1828
2020
Q4
$9K Sell
500
-4,574
-90% -$84.6K ﹤0.01% 1750
2020
Q3
$90K Buy
5,074
+2,974
+142% +$53.5K ﹤0.01% 1445
2020
Q2
$37K Sell
2,100
-948
-31% -$16.5K ﹤0.01% 1476
2020
Q1
$50K Sell
3,048
-70,398
-96% -$1.5M ﹤0.01% 1392
2019
Q4
$1.69M Buy
73,446
+2,390
+3% +$55.7K 0.01% 652
2019
Q3
$1.68M Sell
71,056
-1,758
-2% -$40.3K 0.01% 620
2019
Q2
$1.62M Sell
72,814
-4,406
-6% -$98.3K 0.01% 637
2019
Q1
$1.72M Buy
77,220
+90
+0.1% +$1.91K 0.01% 602
2018
Q4
$1.49M Buy
77,130
+75,994
+6,690% +$1.55M 0.01% 599
2018
Q3
$24K Buy
1,136
+2
+0.2% +$42 ﹤0.01% 1518
2018
Q2
$24K Sell
1,134
-152
-12% -$3.01K ﹤0.01% 1483
2018
Q1
$25K Buy
+1,286
New +$24.8K ﹤0.01% 1400

Other funds holding SCHH