Charter Oak Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,256
| Closed | -$26K | – | 739 |
|
|
2022
Q2 | $26K | Hold |
1,256
| – | – | ﹤0.01% | 432 |
|
|
2022
Q1 | $31K | Buy |
1,256
+1,016
| +423% | +$25.1K | ﹤0.01% | 433 |
|
|
2021
Q4 | $6K | Hold |
240
| – | – | ﹤0.01% | 681 |
|
|
2021
Q3 | $5K | Hold |
240
| – | – | ﹤0.01% | 678 |
|
|
2021
Q2 | $5K | Hold |
240
| – | – | ﹤0.01% | 670 |
|
|
2021
Q1 | $5K | Hold |
240
| – | – | ﹤0.01% | 639 |
|
|
2020
Q4 | $5K | Buy |
+240
| New | +$5K | ﹤0.01% | 606 |
|