Baldrige Asset Management’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $413K | Buy |
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|
2022
Q4 | $400K | Sell |
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|
2022
Q3 | $398K | Sell |
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|
2022
Q2 | $1.16M | Buy |
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|
2022
Q1 | $1.23M | Buy |
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|
2021
Q4 | $908K | Buy |
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|
2021
Q3 | $752K | Sell |
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|
2021
Q2 | $756K | Buy |
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|
2021
Q1 | $672K | Buy |
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|
2020
Q4 | $564K | Buy |
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|
2020
Q3 | $487K | Buy |
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|
2020
Q2 | $460K | Sell |
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|
2020
Q1 | $445K | Buy |
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|
2019
Q4 | $618K | Buy |
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|
2019
Q3 | $609K | Buy |
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|
2019
Q2 | $568K | Sell |
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|
2019
Q1 | $568K | Buy |
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