Buckingham Strategic Wealth’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $912K | Sell |
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2024
Q1 | $1.03M | Buy |
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2023
Q4 | $1.04M | Sell |
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2023
Q3 | $1.24M | Buy |
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2023
Q2 | $1.37M | Buy |
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2023
Q1 | $684K | Hold |
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2022
Q4 | $684K | Buy |
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2022
Q3 | $641K | Buy |
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2022
Q2 | $615K | Buy |
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2022
Q1 | $714K | Sell |
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2021
Q4 | $784K | Sell |
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2021
Q3 | $721K | Buy |
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2021
Q2 | $650K | Sell |
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2021
Q1 | $592K | Buy |
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2020
Q4 | $547K | Sell |
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2020
Q3 | $560K | Buy |
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2020
Q2 | $417K | Buy |
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2020
Q1 | $384K | Buy |
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2019
Q4 | $387K | Sell |
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2019
Q3 | $406K | Buy |
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2019
Q2 | $355K | Buy |
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2019
Q1 | $335K | Sell |
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2018
Q4 | $296K | Sell |
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2018
Q3 | $326K | Buy |
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2018
Q2 | $310K | Buy |
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2014
Q2 | – | Sell |
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2014
Q1 | $443K | Buy |
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