Blue Barn Wealth’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-9,661
| Closed | -$200K | – | 148 |
|
|
2023
Q4 | $200K | Buy |
+9,661
| New | +$200K | 0.12% | 123 |
|
|
2023
Q3 | – | Sell |
-10,317
| Closed | -$201K | – | 120 |
|
|
2023
Q2 | $201K | Sell |
10,317
-3,223
| -24% | -$62.9K | 0.13% | 114 |
|
|
2023
Q1 | $264K | Sell |
13,540
-337
| -2% | -$6.57K | 0.16% | 97 |
|
|
2022
Q4 | $268K | Sell |
13,877
-1,687
| -11% | -$32.5K | 0.18% | 88 |
|
|
2022
Q3 | $291K | Buy |
15,564
+70
| +0.5% | +$1.31K | 0.21% | 74 |
|
|
2022
Q2 | $327K | Buy |
15,494
+47
| +0.3% | +$992 | 0.25% | 67 |
|
|
2022
Q1 | $384K | Sell |
15,447
-1,379
| -8% | -$34.3K | 0.27% | 60 |
|
|
2021
Q4 | $443K | Sell |
16,826
-206
| -1% | -$5.42K | 0.3% | 52 |
|
|
2021
Q3 | $389K | Sell |
17,032
-532
| -3% | -$12.2K | 0.34% | 55 |
|
|
2021
Q2 | $402K | Buy |
+17,564
| New | +$402K | 0.41% | 49 |
|