Appleton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-467,030
| Closed | -$8.93M | – | 32 |
|
|
2018
Q1 | $8.93M | Buy |
467,030
+95,230
| +26% | +$1.82M | 10.26% | 3 |
|
|
2017
Q4 | $7.74M | Buy |
371,800
+4,314
| +1% | +$89.8K | 7.67% | 6 |
|
|
2017
Q3 | $7.56M | Buy |
367,486
+670
| +0.2% | +$13.8K | 8.12% | 4 |
|
|
2017
Q2 | $7.56M | Sell |
366,816
-1,402
| -0.4% | -$28.9K | 8.54% | 4 |
|
|
2017
Q1 | $7.51M | Sell |
368,218
-9,052
| -2% | -$185K | 8.67% | 4 |
|
|
2016
Q4 | $7.74M | Buy |
377,270
+271,768
| +258% | +$5.58M | 10.22% | 4 |
|
|
2016
Q3 | $2.25M | Buy |
105,502
+4,762
| +5% | +$102K | 2.71% | 14 |
|
|
2016
Q2 | $2.19M | Buy |
+100,740
| New | +$2.19M | 3.65% | 9 |
|