D. Scott Neal’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-25,852
| Closed | -$538K | – | 177 |
|
|
2017
Q4 | $538K | Buy |
25,852
+23,738
| +1,123% | +$494K | 0.32% | 28 |
|
|
2017
Q3 | $43K | Buy |
2,114
+414
| +24% | +$8.42K | 0.03% | 84 |
|
|
2017
Q2 | $35K | Buy |
1,700
+904
| +114% | +$18.6K | 0.02% | 107 |
|
|
2017
Q1 | $16K | Buy |
+796
| New | +$16K | 0.01% | 109 |
|