Capital Wealth Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-47,046
| Closed | -$1.08M | – | 124 |
|
|
2021
Q3 | $1.08M | Buy |
+47,046
| New | +$1.08M | 0.03% | 46 |
|
|
2019
Q3 | – | Sell |
-10,786
| Closed | -$240K | – | 282 |
|
|
2019
Q2 | $240K | Buy |
+10,786
| New | +$240K | 0.02% | 208 |
|
|
2017
Q3 | – | Sell |
-12,514
| Closed | -$258K | – | 176 |
|
|
2017
Q2 | $258K | Buy |
+12,514
| New | +$258K | 0.04% | 84 |
|