Acorn Financial Advisory Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-21,618
| Closed | -$441K | – | 246 |
|
|
2023
Q4 | $441K | Sell |
21,618
-263
| -1% | -$5.36K | 0.08% | 155 |
|
|
2023
Q3 | $381K | Sell |
21,881
-412
| -2% | -$7.18K | 0.07% | 163 |
|
|
2023
Q2 | $435K | Buy |
22,293
+67
| +0.3% | +$1.31K | 0.08% | 152 |
|
|
2023
Q1 | $433K | Sell |
22,226
-221
| -1% | -$4.31K | 0.08% | 138 |
|
|
2022
Q4 | $433K | Buy |
22,447
+63
| +0.3% | +$1.22K | 0.09% | 125 |
|
|
2022
Q3 | $418K | Buy |
22,384
+5,760
| +35% | +$108K | 0.1% | 136 |
|
|
2022
Q2 | $348K | Sell |
16,624
-2,409
| -13% | -$50.4K | 0.08% | 153 |
|
|
2022
Q1 | $471K | Buy |
19,033
+1,305
| +7% | +$32.3K | 0.09% | 139 |
|
|
2021
Q4 | $467K | Sell |
17,728
-2,038
| -10% | -$53.7K | 0.09% | 143 |
|
|
2021
Q3 | $453K | Sell |
19,766
-884
| -4% | -$20.3K | 0.14% | 141 |
|
|
2021
Q2 | $475K | Buy |
+20,650
| New | +$475K | 0.14% | 151 |
|
|
2021
Q1 | – | Sell |
-18,480
| Closed | -$354K | – | 219 |
|
|
2020
Q4 | $354K | Buy |
18,480
+904
| +5% | +$17.3K | 0.14% | 159 |
|
|
2020
Q3 | $311K | Sell |
17,576
-126
| -0.7% | -$2.23K | 0.16% | 154 |
|
|
2020
Q2 | $313K | Buy |
17,702
+52
| +0.3% | +$919 | 0.22% | 142 |
|
|
2020
Q1 | $287K | Buy |
17,650
+342
| +2% | +$5.56K | 0.28% | 120 |
|
|
2019
Q4 | $398K | Buy |
+17,308
| New | +$398K | 0.33% | 103 |
|