AdvicePeriod’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-36,558
| Closed | -$598K | – | 84 |
|
|
2020
Q1 | $598K | Sell |
36,558
-134
| -0.4% | -$2.19K | 0.06% | 74 |
|
|
2019
Q4 | $843K | Buy |
36,692
+70
| +0.2% | +$1.61K | 0.07% | 71 |
|
|
2019
Q3 | $864K | Sell |
36,622
-610
| -2% | -$14.4K | 0.08% | 67 |
|
|
2019
Q2 | $827K | Buy |
37,232
+10,576
| +40% | +$235K | 0.08% | 66 |
|
|
2019
Q1 | $592K | Hold |
26,656
| – | – | 0.06% | 71 |
|
|
2018
Q4 | $513K | Buy |
26,656
+2,240
| +9% | +$43.1K | 0.06% | 70 |
|
|
2018
Q3 | $509K | Buy |
24,416
+974
| +4% | +$20.3K | 0.06% | 71 |
|
|
2018
Q2 | $490K | Buy |
23,442
+1,532
| +7% | +$32K | 0.08% | 56 |
|
|
2018
Q1 | $419K | Buy |
21,910
+2,962
| +16% | +$56.6K | 0.07% | 60 |
|
|
2017
Q4 | $394K | Buy |
+18,948
| New | +$394K | 0.07% | 60 |
|