Advisor Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.99M | Sell |
217,308
-168,462
| -44% | -$3.87M | 0.03% | 422 |
|
|
2019
Q3 | $9.1M | Buy |
385,770
+174,072
| +82% | +$4.11M | 0.07% | 244 |
|
|
2019
Q2 | $4.71M | Buy |
211,698
+39,688
| +23% | +$882K | 0.04% | 406 |
|
|
2019
Q1 | $3.82M | Buy |
172,010
+133,938
| +352% | +$2.97M | 0.03% | 459 |
|
|
2018
Q4 | $732K | Sell |
38,072
-242,866
| -86% | -$4.67M | 0.01% | 1147 |
|
|
2018
Q3 | $5.86M | Buy |
280,938
+168,386
| +150% | +$3.51M | 0.06% | 277 |
|
|
2018
Q2 | $2.35M | Buy |
112,552
+2,674
| +2% | +$55.8K | 0.03% | 494 |
|
|
2018
Q1 | $2.1M | Buy |
109,878
+15,710
| +17% | +$300K | 0.03% | 543 |
|
|
2017
Q4 | $1.96M | Buy |
94,168
+10,540
| +13% | +$219K | 0.03% | 573 |
|
|
2017
Q3 | $1.72M | Buy |
83,628
+7,816
| +10% | +$161K | 0.03% | 563 |
|
|
2017
Q2 | $1.56M | Sell |
75,812
-7,916
| -9% | -$163K | 0.03% | 562 |
|
|
2017
Q1 | $1.71M | Buy |
83,728
+26,650
| +47% | +$543K | 0.03% | 505 |
|
|
2016
Q4 | $1.17M | Sell |
57,078
-26,384
| -32% | -$541K | 0.03% | 599 |
|
|
2016
Q3 | $1.78M | Buy |
83,462
+73,232
| +716% | +$1.56M | 0.04% | 442 |
|
|
2016
Q2 | $220K | Buy |
+10,230
| New | +$220K | 0.01% | 1398 |
|