Dynamic Advisor Solutions’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-8,896
| Closed | -$204K | – | 554 |
|
|
2019
Q4 | $204K | Buy |
8,896
+130
| +1% | +$2.98K | 0.03% | 497 |
|
|
2019
Q3 | $207K | Sell |
8,766
-2,136
| -20% | -$50.4K | 0.03% | 464 |
|
|
2019
Q2 | $242K | Buy |
10,902
+728
| +7% | +$16.2K | 0.04% | 414 |
|
|
2019
Q1 | $226K | Buy |
+10,174
| New | +$226K | 0.04% | 352 |
|
|
2018
Q3 | – | Sell |
-10,108
| Closed | -$211K | – | 424 |
|
|
2018
Q2 | $211K | Buy |
+10,108
| New | +$211K | 0.05% | 364 |
|