Cassady Schiller Wealth Management’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
Q2 | – | Sell |
-329
| Closed | -$6.68K | – | 491 |
|
|
2024
Q1 | $6.68K | Buy |
+329
| New | +$6.68K | ﹤0.01% | 356 |
|
|
2023
Q3 | – | Sell |
-67
| Closed | -$1.3K | – | 475 |
|
|
2023
Q2 | $1.3K | Buy |
67
+1
| +2% | +$19 | ﹤0.01% | 432 |
|
|
2023
Q1 | $1.29K | Buy |
66
+1
| +2% | +$19 | ﹤0.01% | 411 |
|
|
2022
Q4 | $1.26K | Buy |
+65
| New | +$1.26K | ﹤0.01% | 430 |
|