CWM
SCHH icon

Concert Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History

Concert Wealth Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-5,346
Closed -$108K – 847
2016
Q3 		$108K Buy
+5,346
New +$117K 0.01% 738
2015
Q3 		– Sell
-11,190
Closed -$203K – 736
2015
Q2 		$203K Buy
+11,190
New +$216K 0.03% 634
2013
Q4 		– Sell
-16,032
Closed -$248K – 567
2013
Q3 		$248K Sell
16,032
-6
-0% -$95 0.04% 419
2013
Q2 		$258K Buy
+16,038
New +$270K 0.04% 377

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