Edmond de Rothschild Holding’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 |
-460
| Closed | -$8.97K | – | 742 |
|
|
2023
Q1 | $8.97K | Hold |
460
| – | – | ﹤0.01% | 691 |
|
|
2022
Q4 | $8.87K | Hold |
460
| – | – | ﹤0.01% | 746 |
|
|
2022
Q3 | $9K | Sell |
460
-240
| -34% | -$4.7K | ﹤0.01% | 775 |
|
|
2022
Q2 | $15K | Hold |
700
| – | – | ﹤0.01% | 744 |
|
|
2022
Q1 | $17K | Hold |
700
| – | – | ﹤0.01% | 751 |
|
|
2021
Q4 | $18K | Hold |
700
| – | – | ﹤0.01% | 772 |
|
|
2021
Q3 | $16K | Hold |
700
| – | – | ﹤0.01% | 765 |
|
|
2021
Q2 | $16K | Hold |
700
| – | – | ﹤0.01% | 733 |
|
|
2021
Q1 | $14K | Hold |
700
| – | – | ﹤0.01% | 677 |
|
|
2020
Q4 | $13K | Hold |
700
| – | – | ﹤0.01% | 607 |
|
|
2020
Q3 | $12K | Hold |
700
| – | – | ﹤0.01% | 580 |
|
|
2020
Q2 | $12K | Buy |
+700
| New | +$12K | ﹤0.01% | 568 |
|