Adams Chetwood Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-142,218
| Closed | -$2.7M | – | 76 |
|
|
2020
Q4 | $2.7M | Buy |
142,218
+1,336
| +0.9% | +$25.4K | 2.24% | 8 |
|
|
2020
Q3 | $2.49M | Sell |
140,882
-760
| -0.5% | -$13.4K | 2.4% | 8 |
|
|
2020
Q2 | $2.49M | Buy |
141,642
+636
| +0.5% | +$11.2K | 2.54% | 9 |
|
|
2020
Q1 | $2.44M | Sell |
141,006
-236
| -0.2% | -$4.08K | 2.85% | 7 |
|
|
2019
Q4 | $3.25M | Buy |
+141,242
| New | +$3.25M | 3.32% | 6 |
|