Aspiriant LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-43,676
| Closed | -$1M | – | 208 |
|
|
2019
Q4 | $1M | Sell |
43,676
-2,136
| -5% | -$49.1K | 0.09% | 96 |
|
|
2019
Q3 | $1.08M | Hold |
45,812
| – | – | 0.1% | 102 |
|
|
2019
Q2 | $1.02M | Hold |
45,812
| – | – | 0.08% | 106 |
|
|
2019
Q1 | $1.02M | Sell |
45,812
-5,572
| -11% | -$124K | 0.08% | 111 |
|
|
2018
Q4 | $990K | Buy |
51,384
+5,042
| +11% | +$97.1K | 0.08% | 105 |
|
|
2018
Q3 | $967K | Sell |
46,342
-1,376
| -3% | -$28.7K | 0.08% | 109 |
|
|
2018
Q2 | $997K | Sell |
47,718
-2,524
| -5% | -$52.7K | 0.09% | 106 |
|
|
2018
Q1 | $961K | Buy |
+50,242
| New | +$961K | 0.08% | 108 |
|