Ausdal Financial Partners’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
Q2 | $239K | Sell |
11,296
-269
| -2% | -$5.69K | 0.02% | 610 |
|
|
2025
Q1 | $249K | Sell |
11,565
-737
| -6% | -$15.9K | 0.02% | 546 |
|
|
2024
Q4 | $259K | Buy |
12,302
+2,039
| +20% | +$42.9K | 0.02% | 486 |
|
|
2024
Q3 | $238K | Sell |
10,263
-1,066
| -9% | -$24.7K | 0.02% | 459 |
|
|
2024
Q2 | $226K | Sell |
11,329
-1,149
| -9% | -$22.9K | 0.02% | 451 |
|
|
2024
Q1 | $253K | Buy |
12,478
+1,297
| +12% | +$26.3K | 0.03% | 402 |
|
|
2023
Q4 | $232K | Buy |
11,181
+753
| +7% | +$15.6K | 0.03% | 394 |
|
|
2023
Q3 | $185K | Sell |
10,428
-1,035
| -9% | -$18.4K | 0.03% | 406 |
|
|
2023
Q2 | $224K | Sell |
11,463
-151
| -1% | -$2.95K | 0.03% | 379 |
|
|
2023
Q1 | $226K | Sell |
11,614
-107
| -0.9% | -$2.09K | 0.03% | 395 |
|
|
2022
Q4 | $226K | Sell |
11,721
-330
| -3% | -$6.37K | 0.03% | 396 |
|
|
2022
Q3 | $225K | Sell |
12,051
-1,242
| -9% | -$23.2K | 0.04% | 387 |
|
|
2022
Q2 | $280K | Sell |
13,293
-262
| -2% | -$5.52K | 0.04% | 353 |
|
|
2022
Q1 | $337K | Buy |
13,555
+245
| +2% | +$6.09K | 0.05% | 346 |
|
|
2021
Q4 | $351K | Buy |
13,310
+1,510
| +13% | +$39.8K | 0.05% | 345 |
|
|
2021
Q3 | $270K | Buy |
11,800
+16
| +0.1% | +$366 | 0.04% | 382 |
|
|
2021
Q2 | $270K | Buy |
11,784
+280
| +2% | +$6.42K | 0.04% | 369 |
|
|
2021
Q1 | $236K | Buy |
+11,504
| New | +$236K | 0.04% | 384 |
|