Efficient Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $402K | Sell |
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|
2023
Q4 | $468K | Buy |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $678K | Buy |
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|
2023
Q1 | $640K | Buy |
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|
2022
Q4 | $629K | Buy |
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|
2022
Q3 | $551K | Sell |
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|
2022
Q2 | $648K | Buy |
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|
2022
Q1 | $718K | Sell |
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|
2021
Q4 | $762K | Sell |
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|
2021
Q3 | $789K | Buy |
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|
2021
Q2 | $789K | Sell |
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|
2021
Q1 | $719K | Sell |
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|
2020
Q4 | $780K | Buy |
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|
2020
Q3 | $720K | Sell |
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|
2020
Q2 | $742K | Buy |
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|
2020
Q1 | $576K | Sell |
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|
2019
Q4 | $831K | Sell |
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|
2019
Q3 | $1.06M | Sell |
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|
2019
Q2 | $1.36M | Sell |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $1.16M | Buy |
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|
2018
Q3 | $1.25M | Buy |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.19M | Sell |
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|
2017
Q3 | $1.23M | Sell |
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|
2017
Q2 | $1.25M | Sell |
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|
2017
Q1 | $1.35M | Sell |
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|
2016
Q4 | $1.38M | Buy |
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|
2016
Q3 | $1.34M | Sell |
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|
2016
Q2 | $1.52M | Sell |
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|
2016
Q1 | $1.46M | Sell |
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|
2015
Q4 | $1.44M | Sell |
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|
2015
Q3 | $1.55M | Buy |
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|
2015
Q2 | $1.51M | Buy |
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|
2015
Q1 | $1.58M | Buy |
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