American Portfolios Advisors’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
$41.2K Buy
2,207
+2
+0.1% +$37 ﹤0.01% 1821
2022
Q2
$46.5K Buy
2,205
+1
+0% +$21 ﹤0.01% 1801
2022
Q1
$54.9K Buy
2,204
+90
+4% +$2.24K ﹤0.01% 1842
2021
Q4
$55.7K Sell
2,114
-190
-8% -$5.01K ﹤0.01% 1813
2021
Q3
$52.6K Buy
2,304
+422
+22% +$9.64K ﹤0.01% 1751
2021
Q2
$43.1K Buy
1,882
+84
+5% +$1.92K ﹤0.01% 1800
2021
Q1
$36.9K Buy
1,798
+792
+79% +$16.3K ﹤0.01% 1740
2020
Q4
$19.1K Sell
1,006
-640
-39% -$12.2K ﹤0.01% 1837
2020
Q3
$29.1K Buy
1,646
+84
+5% +$1.49K ﹤0.01% 1526
2020
Q2
$27.5K Sell
1,562
-498
-24% -$8.77K ﹤0.01% 1513
2020
Q1
$33.7K Sell
2,060
-400
-16% -$6.55K ﹤0.01% 1333
2019
Q4
$56.5K Buy
2,460
+844
+52% +$19.4K ﹤0.01% 1294
2019
Q3
$38.1K Sell
1,616
-74
-4% -$1.75K ﹤0.01% 1385
2019
Q2
$37.6K Buy
1,690
+578
+52% +$12.8K ﹤0.01% 1393
2019
Q1
$24.7K Buy
+1,112
New +$24.7K ﹤0.01% 1508
2018
Q4
Sell
-1,092
Closed -$22.8K 2540
2018
Q3
$22.8K Buy
1,092
+8
+0.7% +$167 ﹤0.01% 1441
2018
Q2
$22.7K Buy
1,084
+30
+3% +$627 ﹤0.01% 1415
2018
Q1
$20.2K Sell
1,054
-706
-40% -$13.5K ﹤0.01% 1379
2017
Q4
$36.6K Buy
+1,760
New +$36.6K 0.01% 1116