Carmichael Hill & Associates’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $63.3K | Buy |
2,731
+1,036
| +61% | +$24K | 0.02% | 281 |
|
|
2024
Q2 | $33.9K | Sell |
1,695
-42
| -2% | -$839 | 0.01% | 338 |
|
|
2024
Q1 | $35.3K | Hold |
1,737
| – | – | 0.01% | 343 |
|
|
2023
Q4 | $36K | Hold |
1,737
| – | – | 0.01% | 334 |
|
|
2023
Q3 | $30.8K | Sell |
1,737
-481
| -22% | -$8.54K | 0.01% | 338 |
|
|
2023
Q2 | $43.3K | Hold |
2,218
| – | – | 0.02% | 304 |
|
|
2023
Q1 | $43.3K | Hold |
2,218
| – | – | 0.02% | 307 |
|
|
2022
Q4 | $42.8K | Buy |
2,218
+244
| +12% | +$4.71K | 0.02% | 303 |
|
|
2022
Q3 | $37K | Hold |
1,974
| – | – | 0.02% | 313 |
|
|
2022
Q2 | $42K | Hold |
1,974
| – | – | 0.02% | 298 |
|
|
2022
Q1 | $49K | Hold |
1,974
| – | – | 0.02% | 300 |
|
|
2021
Q4 | $52K | Hold |
1,974
| – | – | 0.02% | 280 |
|
|
2021
Q3 | $45K | Hold |
1,974
| – | – | 0.02% | 294 |
|
|
2021
Q2 | $45K | Hold |
1,974
| – | – | 0.02% | 296 |
|
|
2021
Q1 | $41K | Hold |
1,974
| – | – | 0.02% | 301 |
|
|
2020
Q4 | $37K | Hold |
1,974
| – | – | 0.02% | 305 |
|
|
2020
Q3 | $35K | Hold |
1,974
| – | – | 0.02% | 288 |
|
|
2020
Q2 | $35K | Sell |
1,974
-1,000
| -34% | -$17.7K | 0.03% | 278 |
|
|
2020
Q1 | $49K | Hold |
2,974
| – | – | 0.04% | 215 |
|
|
2019
Q4 | $68K | Buy |
+2,974
| New | +$68K | 0.05% | 215 |
|