Bogart Wealth LLC’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42K | Hold |
67
| – | – | ﹤0.01% | 1158 |
|
|
2025
Q1 | $1.44K | Hold |
67
| – | – | ﹤0.01% | 1115 |
|
|
2024
Q4 | $1.41K | Hold |
67
| – | – | ﹤0.01% | 1156 |
|
|
2024
Q3 | $1.55K | Buy |
+67
| New | +$1.55K | ﹤0.01% | 992 |
|
|
2024
Q1 | – | Sell |
-22
| Closed | -$456 | – | 1121 |
|
|
2023
Q4 | $456 | Hold |
22
| – | – | ﹤0.01% | 1005 |
|
|
2023
Q3 | $391 | Sell |
22
-246
| -92% | -$4.37K | ﹤0.01% | 1021 |
|
|
2023
Q2 | $5.23K | Sell |
268
-1,087
| -80% | -$21.2K | ﹤0.01% | 698 |
|
|
2023
Q1 | $26.4K | Buy |
1,355
+1,082
| +396% | +$21.1K | ﹤0.01% | 412 |
|
|
2022
Q4 | $5.27K | Sell |
273
-1,028
| -79% | -$19.8K | ﹤0.01% | 651 |
|
|
2022
Q3 | $24K | Buy |
1,301
+1,028
| +377% | +$19K | ﹤0.01% | 404 |
|
|
2022
Q2 | $6K | Buy |
273
+251
| +1,141% | +$5.52K | ﹤0.01% | 617 |
|
|
2022
Q1 | $1K | Sell |
22
-14
| -39% | -$636 | ﹤0.01% | 754 |
|
|
2021
Q4 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 728 |
|
|
2020
Q4 | – | Sell |
-76
| Closed | -$1K | – | 549 |
|
|
2020
Q3 | $1K | Hold |
76
| – | – | ﹤0.01% | 419 |
|
|
2020
Q2 | $1K | Hold |
76
| – | – | ﹤0.01% | 432 |
|
|
2020
Q1 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 407 |
|