CWM
Collaborative Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-9,913
| Closed | -$201K | – | 176 |
|
|
2024
Q1 | $201K | Sell |
9,913
-942
| -9% | -$19.1K | 0.1% | 164 |
|
|
2023
Q4 | $225K | Buy |
10,855
+37
| +0.3% | +$766 | 0.12% | 143 |
|
|
2023
Q3 | $192K | Sell |
10,818
-1,520
| -12% | -$27K | 0.11% | 155 |
|
|
2023
Q2 | $241K | Sell |
12,338
-2,876
| -19% | -$56.2K | 0.14% | 145 |
|
|
2023
Q1 | $297K | Sell |
15,214
-1,808
| -11% | -$35.3K | 0.19% | 124 |
|
|
2022
Q4 | $328K | Sell |
17,022
-295
| -2% | -$5.69K | 0.22% | 120 |
|
|
2022
Q3 | $324K | Sell |
17,317
-389
| -2% | -$7.28K | 0.23% | 115 |
|
|
2022
Q2 | $373K | Buy |
+17,706
| New | +$373K | 0.24% | 117 |
|
|
2021
Q4 | $460K | Buy |
+8,737
| New | +$460K | 0.25% | 119 |
|
|
2021
Q1 | $440K | Buy |
+17,670
| New | +$440K | 0.25% | 119 |
|