Bedel Financial Consulting’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
Q2 | – | Sell |
-2,096
| Closed | -$52K | – | 752 |
|
|
2022
Q1 | $52K | Buy |
2,096
+128
| +7% | +$3.18K | 0.02% | 383 |
|
|
2021
Q4 | $52K | Buy |
1,968
+270
| +16% | +$7.13K | 0.02% | 388 |
|
|
2021
Q3 | $39K | Sell |
1,698
-1,474
| -46% | -$33.9K | 0.01% | 416 |
|
|
2021
Q2 | $73K | Buy |
3,172
+6
| +0.2% | +$138 | 0.03% | 322 |
|
|
2021
Q1 | $65K | Buy |
3,166
+338
| +12% | +$6.94K | 0.03% | 333 |
|
|
2020
Q4 | $54K | Buy |
2,828
+12
| +0.4% | +$229 | 0.02% | 307 |
|
|
2020
Q3 | $50K | Buy |
2,816
+6
| +0.2% | +$107 | 0.03% | 300 |
|
|
2020
Q2 | $49K | Buy |
2,810
+54
| +2% | +$942 | 0.03% | 278 |
|
|
2020
Q1 | $45K | Buy |
2,756
+4
| +0.1% | +$65 | 0.03% | 274 |
|
|
2019
Q4 | $63K | Buy |
2,752
+12
| +0.4% | +$275 | 0.04% | 263 |
|
|
2019
Q3 | $65K | Sell |
2,740
-318
| -10% | -$7.54K | 0.04% | 256 |
|
|
2019
Q2 | $68K | Hold |
3,058
| – | – | 0.04% | 245 |
|
|
2019
Q1 | $68K | Buy |
3,058
+1,028
| +51% | +$22.9K | 0.04% | 232 |
|
|
2018
Q4 | $39K | Hold |
2,030
| – | – | 0.03% | 285 |
|
|
2018
Q3 | $40K | Buy |
2,030
+574
| +39% | +$11.3K | 0.03% | 298 |
|
|
2018
Q2 | $30K | Buy |
1,456
+456
| +46% | +$9.4K | 0.02% | 326 |
|
|
2018
Q1 | $19K | Buy |
+1,000
| New | +$19K | 0.01% | 392 |
|