Baron Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-322
| Closed | -$6.79K | – | 169 |
|
|
2022
Q2 | $6.79K | Sell |
322
-400
| -55% | -$8.44K | ﹤0.01% | 162 |
|
|
2022
Q1 | $18K | Sell |
722
-510
| -41% | -$12.7K | 0.01% | 138 |
|
|
2021
Q4 | $32.5K | Sell |
1,232
-120
| -9% | -$3.16K | 0.02% | 116 |
|
|
2021
Q3 | $30.9K | Sell |
1,352
-1,472
| -52% | -$33.6K | 0.02% | 121 |
|
|
2021
Q2 | $64.7K | Sell |
2,824
-916
| -24% | -$21K | 0.04% | 82 |
|
|
2021
Q1 | $76.8K | Sell |
3,740
-9,250
| -71% | -$190K | 0.05% | 77 |
|
|
2020
Q4 | $247K | Sell |
12,990
-10,530
| -45% | -$200K | 0.2% | 39 |
|
|
2020
Q3 | $416K | Buy |
+23,520
| New | +$416K | 0.39% | 33 |
|