Altus Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-20,700
| Closed | -$429K | – | 156 |
|
|
2023
Q4 | $429K | Hold |
20,700
| – | – | 0.24% | 89 |
|
|
2023
Q3 | $367K | Hold |
20,700
| – | – | 0.23% | 89 |
|
|
2023
Q2 | $404K | Sell |
20,700
-1,252
| -6% | -$24.5K | 0.25% | 89 |
|
|
2023
Q1 | $428K | Buy |
21,952
+494
| +2% | +$9.63K | 0.29% | 79 |
|
|
2022
Q4 | $414K | Buy |
+21,458
| New | +$414K | 0.31% | 81 |
|