BSW
Buckingham Strategic Wealth’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $912K | Sell |
45,686
-5,266
| -10% | -$105K | 0.01% | 345 |
|
|
2024
Q1 | $1.03M | Buy |
50,952
+869
| +2% | +$17.6K | 0.01% | 328 |
|
|
2023
Q4 | $1.04M | Sell |
50,083
-19,951
| -28% | -$413K | 0.01% | 316 |
|
|
2023
Q3 | $1.24M | Buy |
70,034
+121
| +0.2% | +$2.15K | 0.02% | 267 |
|
|
2023
Q2 | $1.37M | Buy |
69,913
+34,463
| +97% | +$673K | 0.02% | 257 |
|
|
2023
Q1 | $684K | Hold |
35,450
| – | – | 0.01% | 321 |
|
|
2022
Q4 | $684K | Buy |
35,450
+1,173
| +3% | +$22.6K | 0.01% | 323 |
|
|
2022
Q3 | $641K | Buy |
34,277
+5,136
| +18% | +$96K | 0.01% | 315 |
|
|
2022
Q2 | $615K | Buy |
29,141
+464
| +2% | +$9.79K | 0.01% | 328 |
|
|
2022
Q1 | $714K | Buy |
28,677
+13,807
| +93% | +$344K | 0.01% | 298 |
|
|
2021
Q4 | $784K | Sell |
14,870
-921
| -6% | -$48.6K | 0.02% | 287 |
|
|
2021
Q3 | $721K | Buy |
15,791
+1,598
| +11% | +$73K | 0.01% | 294 |
|
|
2021
Q2 | $650K | Sell |
14,193
-217
| -2% | -$9.94K | 0.02% | 306 |
|
|
2021
Q1 | $592K | Buy |
14,410
+14
| +0.1% | +$575 | 0.03% | 300 |
|
|
2020
Q4 | $547K | Sell |
14,396
-1,433
| -9% | -$54.4K | 0.03% | 304 |
|
|
2020
Q3 | $560K | Buy |
15,829
+4,001
| +34% | +$142K | 0.04% | 245 |
|
|
2020
Q2 | $417K | Buy |
11,828
+102
| +0.9% | +$3.6K | 0.04% | 252 |
|
|
2020
Q1 | $384K | Buy |
11,726
+3,298
| +39% | +$108K | 0.04% | 289 |
|
|
2019
Q4 | $387K | Sell |
8,428
-183
| -2% | -$8.4K | 0.04% | 296 |
|
|
2019
Q3 | $406K | Buy |
8,611
+623
| +8% | +$29.4K | 0.04% | 270 |
|
|
2019
Q2 | $355K | Buy |
7,988
+453
| +6% | +$20.1K | 0.04% | 301 |
|
|
2019
Q1 | $335K | Sell |
7,535
-155
| -2% | -$6.89K | 0.04% | 294 |
|
|
2018
Q4 | $296K | Sell |
7,690
-117
| -1% | -$4.5K | 0.05% | 266 |
|
|
2018
Q3 | $326K | Buy |
7,807
+381
| +5% | +$15.9K | 0.05% | 255 |
|
|
2018
Q2 | $310K | Buy |
+7,426
| New | +$310K | 0.05% | 258 |
|
|
2014
Q2 | – | Sell |
-13,372
| Closed | -$443K | – | 185 |
|
|
2014
Q1 | $443K | Buy |
+13,372
| New | +$443K | 0.21% | 76 |
|