CWH Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-128,256
| Closed | -$2.64M | – | 48 |
|
|
2017
Q3 | $2.64M | Buy |
128,256
+88,936
| +226% | +$1.83M | 1.29% | 23 |
|
|
2017
Q2 | $810K | Sell |
39,320
-2,280
| -5% | -$47K | 0.42% | 33 |
|
|
2017
Q1 | $848K | Sell |
41,600
-3,510
| -8% | -$71.6K | 0.44% | 31 |
|
|
2016
Q4 | $926K | Sell |
45,110
-13,430
| -23% | -$276K | 0.56% | 31 |
|
|
2016
Q3 | $1.25M | Buy |
58,540
+940
| +2% | +$20K | 0.86% | 28 |
|
|
2016
Q2 | $1.25M | Buy |
57,600
+5,920
| +11% | +$129K | 0.91% | 28 |
|
|
2016
Q1 | $1.07M | Buy |
+51,680
| New | +$1.07M | 0.76% | 28 |
|
|
2014
Q1 | – | Sell |
-22,110
| Closed | -$334K | – | 46 |
|
|
2013
Q4 | $334K | Buy |
+22,110
| New | +$334K | 0.29% | 40 |
|