BAM
Baldrige Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $413K | Buy |
21,200
+481
| +2% | +$9.37K | 0.17% | 75 |
|
|
2022
Q4 | $400K | Sell |
20,719
-592
| -3% | -$11.4K | 0.18% | 76 |
|
|
2022
Q3 | $398K | Sell |
21,311
-33,717
| -61% | -$630K | 0.19% | 74 |
|
|
2022
Q2 | $1.16M | Buy |
55,028
+5,829
| +12% | +$123K | 0.53% | 48 |
|
|
2022
Q1 | $1.23M | Buy |
49,199
+31,961
| +185% | +$796K | 0.5% | 51 |
|
|
2021
Q4 | $908K | Buy |
17,238
+786
| +5% | +$41.4K | 0.35% | 55 |
|
|
2021
Q3 | $752K | Sell |
16,452
-57
| -0.3% | -$2.61K | 0.31% | 57 |
|
|
2021
Q2 | $756K | Buy |
16,509
+158
| +1% | +$7.24K | 0.33% | 54 |
|
|
2021
Q1 | $672K | Buy |
16,351
+1,504
| +10% | +$61.8K | 0.37% | 52 |
|
|
2020
Q4 | $564K | Buy |
14,847
+1,088
| +8% | +$41.3K | 0.34% | 52 |
|
|
2020
Q3 | $487K | Buy |
13,759
+690
| +5% | +$24.4K | 0.33% | 57 |
|
|
2020
Q2 | $460K | Sell |
13,069
-525
| -4% | -$18.5K | 0.35% | 53 |
|
|
2020
Q1 | $445K | Buy |
13,594
+145
| +1% | +$4.75K | 0.39% | 49 |
|
|
2019
Q4 | $618K | Buy |
13,449
+536
| +4% | +$24.6K | 0.51% | 44 |
|
|
2019
Q3 | $609K | Buy |
12,913
+137
| +1% | +$6.46K | 0.54% | 42 |
|
|
2019
Q2 | $568K | Sell |
12,776
-2
| -0% | -$89 | 0.52% | 44 |
|
|
2019
Q1 | $568K | Buy |
+12,778
| New | +$568K | 0.55% | 43 |
|