Buckingham Capital Management (Ohio)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-16,068
| Closed | -$307K | – | 143 |
|
|
2018
Q1 | $307K | Buy |
16,068
+110
| +0.7% | +$2.1K | 0.06% | 127 |
|
|
2017
Q4 | $332K | Buy |
15,958
+136
| +0.9% | +$2.83K | 0.07% | 125 |
|
|
2017
Q3 | $325K | Sell |
15,822
-188
| -1% | -$3.86K | 0.07% | 126 |
|
|
2017
Q2 | $330K | Buy |
16,010
+1,250
| +8% | +$25.8K | 0.08% | 134 |
|
|
2017
Q1 | $301K | Buy |
14,760
+950
| +7% | +$19.4K | 0.07% | 131 |
|
|
2016
Q4 | $283K | Buy |
13,810
+324
| +2% | +$6.64K | 0.07% | 135 |
|
|
2016
Q3 | $288K | Buy |
+13,486
| New | +$288K | 0.07% | 134 |
|
|
2016
Q1 | – | Sell |
-33,258
| Closed | -$659K | – | 161 |
|
|
2015
Q4 | $659K | Buy |
33,258
+1,020
| +3% | +$20.2K | 0.18% | 118 |
|
|
2015
Q3 | $599K | Buy |
+32,238
| New | +$599K | 0.18% | 125 |
|
|
2014
Q1 | – | Sell |
-20,696
| Closed | -$313K | – | 174 |
|
|
2013
Q4 | $313K | Sell |
20,696
-8,058
| -28% | -$122K | 0.11% | 154 |
|
|
2013
Q3 | $449K | Sell |
28,754
-4,796
| -14% | -$74.9K | 0.18% | 129 |
|
|
2013
Q2 | $538K | Buy |
+33,550
| New | +$538K | 0.22% | 116 |
|