Crew Capital Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-16,292
Closed -$314K 97
2022
Q4
$314K Sell
16,292
-1,915
-11% -$36.9K 0.45% 61
2022
Q3
$340K Hold
18,207
0.46% 54
2022
Q2
$384K Sell
18,207
-120
-0.7% -$2.76K 0.48% 56
2022
Q1
$456K Sell
18,327
-467
-2% -$11.3K 0.44% 52
2021
Q4
$495K Hold
18,794
0.42% 51
2021
Q3
$429K Sell
18,794
-660
-3% -$15.7K 0.4% 52
2021
Q2
$445K Hold
19,454
0.42% 54
2021
Q1
$400K Buy
+19,454
New +$381K 0.4% 60

Other funds holding SCHH