Advisory Services & Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,985
| Closed | -$358K | – | 40 |
|
|
2022
Q2 | $358K | Sell |
16,985
-114,889
| -87% | -$2.42M | 0.34% | 37 |
|
|
2022
Q1 | $3.28M | Sell |
131,874
-1,450
| -1% | -$36.1K | 2.66% | 11 |
|
|
2021
Q4 | $3.51M | Sell |
133,324
-3,772
| -3% | -$99.4K | 2.25% | 13 |
|
|
2021
Q3 | $3.13M | Buy |
137,096
+3,800
| +3% | +$86.8K | 2.06% | 13 |
|
|
2021
Q2 | $3.05M | Sell |
133,296
-16,828
| -11% | -$385K | 2.22% | 13 |
|
|
2021
Q1 | $3.08M | Buy |
+150,124
| New | +$3.08M | 2.51% | 14 |
|