Column Capital Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $33.9K | Hold |
1,908
| – | – | 0.01% | 372 |
|
|
2023
Q2 | $37.3K | Buy |
1,908
+20
| +1% | +$391 | 0.01% | 358 |
|
|
2023
Q1 | $36.8K | Hold |
1,888
| – | – | 0.01% | 360 |
|
|
2022
Q4 | $36.4K | Buy |
1,888
+50
| +3% | +$965 | 0.01% | 344 |
|
|
2022
Q3 | $34K | Sell |
1,838
-30,902
| -94% | -$572K | 0.01% | 325 |
|
|
2022
Q2 | $690K | Buy |
32,740
+452
| +1% | +$9.53K | 0.13% | 53 |
|
|
2022
Q1 | $804K | Buy |
32,288
+30,860
| +2,161% | +$768K | 0.15% | 55 |
|
|
2021
Q4 | $38K | Buy |
1,428
+40
| +3% | +$1.06K | 0.01% | 338 |
|
|
2021
Q3 | $32K | Buy |
1,388
+4
| +0.3% | +$92 | 0.01% | 332 |
|
|
2021
Q2 | $32K | Buy |
1,384
+120
| +9% | +$2.78K | 0.01% | 330 |
|
|
2021
Q1 | $26K | Buy |
1,264
+60
| +5% | +$1.23K | 0.01% | 349 |
|
|
2020
Q4 | $23K | Buy |
1,204
+16
| +1% | +$306 | 0.01% | 367 |
|
|
2020
Q3 | $21K | Buy |
1,188
+24
| +2% | +$424 | 0.01% | 357 |
|
|
2020
Q2 | $20K | Hold |
1,164
| – | – | 0.01% | 378 |
|
|
2020
Q1 | $19K | Sell |
1,164
-3,874
| -77% | -$63.2K | 0.01% | 319 |
|
|
2019
Q4 | $115K | Buy |
+5,038
| New | +$115K | 0.06% | 131 |
|