Baltimore-Washington Financial Advisors’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
2022
Q4
Sell
2022
Q3
$794K Buy
2022
Q2
Sell
2022
Q1
$4.05M Buy
2018
Q1
Sell
2017
Q4
$5.01M Buy
2017
Q3
$4.84M Buy
2017
Q2
$4.68M Buy
2017
Q1
$4.25M Buy
2016
Q4
$3.51M Buy
2016
Q3
$2.74M Buy
2016
Q2
$2.21M Buy