Cetera Advisor Networks’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $3.82M | Buy |
188,388
+9,359
| +5% | +$190K | 0.02% | 738 |
|
|
2023
Q4 | $3.71M | Sell |
179,029
-102,142
| -36% | -$2.12M | 0.02% | 707 |
|
|
2023
Q3 | $4.99M | Buy |
281,171
+18,043
| +7% | +$320K | 0.03% | 523 |
|
|
2023
Q2 | $5.14M | Buy |
263,128
+18,924
| +8% | +$370K | 0.04% | 475 |
|
|
2023
Q1 | $4.76M | Buy |
244,204
+13,450
| +6% | +$262K | 0.04% | 495 |
|
|
2022
Q4 | $4.45M | Buy |
230,754
+22,100
| +11% | +$426K | 0.04% | 487 |
|
|
2022
Q3 | $3.9M | Buy |
208,654
+31,689
| +18% | +$592K | 0.05% | 389 |
|
|
2022
Q2 | $3.73M | Buy |
176,965
+156,777
| +777% | +$3.31M | 0.05% | 384 |
|
|
2022
Q1 | $502K | Sell |
20,188
-28,534
| -59% | -$710K | 0.01% | 1302 |
|
|
2021
Q4 | $1.28M | Sell |
48,722
-890
| -2% | -$23.5K | 0.02% | 794 |
|
|
2021
Q3 | $1.13M | Buy |
49,612
+7,900
| +19% | +$180K | 0.02% | 787 |
|
|
2021
Q2 | $955K | Buy |
+41,712
| New | +$955K | 0.01% | 839 |
|
|
2020
Q3 | – | Sell |
-10,226
| Closed | -$180K | – | 2701 |
|
|
2020
Q2 | $180K | Buy |
+10,226
| New | +$180K | ﹤0.01% | 1180 |
|