Curi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-104,113
| Closed | -$2.03M | – | 175 |
|
|
2023
Q1 | $2.03M | Buy |
104,113
+26,152
| +34% | +$510K | 0.29% | 50 |
|
|
2022
Q4 | $1.5M | Sell |
77,961
-15,876
| -17% | -$306K | 0.21% | 62 |
|
|
2022
Q3 | $1.75M | Buy |
93,837
+3,100
| +3% | +$57.9K | 0.29% | 50 |
|
|
2022
Q2 | $1.91M | Buy |
90,737
+9,625
| +12% | +$203K | 0.37% | 42 |
|
|
2022
Q1 | $2.02M | Sell |
81,112
-13,664
| -14% | -$340K | 0.35% | 45 |
|
|
2021
Q4 | $2.5M | Buy |
94,776
+9,646
| +11% | +$254K | 0.43% | 42 |
|
|
2021
Q3 | $1.94M | Buy |
85,130
+7,234
| +9% | +$165K | 0.89% | 21 |
|
|
2021
Q2 | $1.78M | Buy |
77,896
+9,120
| +13% | +$209K | 0.89% | 22 |
|
|
2021
Q1 | $1.41M | Buy |
68,776
+15,880
| +30% | +$326K | 0.9% | 22 |
|
|
2020
Q4 | $1M | Buy |
+52,896
| New | +$1M | 0.73% | 24 |
|