DI
Disciplined Investments’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,599
| Closed | -$31.2K | – | 1283 |
|
|
2023
Q2 | $31.2K | Sell |
1,599
-2,647
| -62% | -$51.7K | 0.02% | 240 |
|
|
2023
Q1 | $82.8K | Hold |
4,246
| – | – | 0.03% | 188 |
|
|
2022
Q4 | $81.9K | Buy |
4,246
+148
| +4% | +$2.86K | 0.04% | 162 |
|
|
2022
Q3 | $77K | Buy |
4,098
+223
| +6% | +$4.19K | 0.04% | 180 |
|
|
2022
Q2 | $82K | Buy |
3,875
+2
| +0.1% | +$42 | 0.04% | 177 |
|
|
2022
Q1 | $96K | Buy |
3,873
+1,936
| +100% | +$48K | 0.04% | 174 |
|
|
2021
Q4 | $102K | Sell |
1,937
-19
| -1% | -$1K | 0.05% | 152 |
|
|
2021
Q3 | $89K | Sell |
1,956
-68
| -3% | -$3.09K | 0.04% | 151 |
|
|
2021
Q2 | $93K | Sell |
2,024
-338
| -14% | -$15.5K | 0.05% | 152 |
|
|
2021
Q1 | $97K | Buy |
2,362
+27
| +1% | +$1.11K | 0.06% | 135 |
|
|
2020
Q4 | $89K | Sell |
2,335
-654
| -22% | -$24.9K | 0.06% | 119 |
|
|
2020
Q3 | $106K | Buy |
2,989
+5
| +0.2% | +$177 | 0.08% | 116 |
|
|
2020
Q2 | $105K | Sell |
2,984
-27
| -0.9% | -$950 | 0.08% | 117 |
|
|
2020
Q1 | $99K | Buy |
3,011
+254
| +9% | +$8.35K | 0.09% | 114 |
|
|
2019
Q4 | $127K | Buy |
+2,757
| New | +$127K | 0.11% | 108 |
|