American Capital Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-279
| Closed | -$5.88K | – | 837 |
|
|
2024
Q4 | $5.88K | Buy |
279
+3
| +1% | +$63 | ﹤0.01% | 334 |
|
|
2024
Q3 | $6.4K | Buy |
276
+1
| +0.4% | +$23 | ﹤0.01% | 329 |
|
|
2024
Q2 | $5.69K | Sell |
275
-38
| -12% | -$786 | ﹤0.01% | 297 |
|
|
2024
Q1 | $6.1K | Buy |
313
+38
| +14% | +$740 | 0.01% | 293 |
|
|
2023
Q4 | $5.69K | Buy |
+275
| New | +$5.69K | ﹤0.01% | 297 |
|