EA
Efficient Advisors’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-19,813
| Closed | -$402K | – | 67 |
|
|
2024
Q1 | $402K | Sell |
19,813
-2,762
| -12% | -$56.1K | 0.03% | 60 |
|
|
2023
Q4 | $468K | Buy |
22,575
+258
| +1% | +$5.34K | 0.03% | 56 |
|
|
2023
Q3 | $396K | Sell |
22,317
-12,421
| -36% | -$220K | 0.03% | 61 |
|
|
2023
Q2 | $678K | Buy |
34,738
+1,906
| +6% | +$37.2K | 0.04% | 53 |
|
|
2023
Q1 | $640K | Buy |
32,832
+211
| +0.6% | +$4.12K | 0.04% | 53 |
|
|
2022
Q4 | $629K | Buy |
32,621
+3,159
| +11% | +$60.9K | 0.06% | 47 |
|
|
2022
Q3 | $551K | Sell |
29,462
-1,267
| -4% | -$23.7K | 0.05% | 46 |
|
|
2022
Q2 | $648K | Buy |
30,729
+1,899
| +7% | +$40K | 0.05% | 42 |
|
|
2022
Q1 | $718K | Buy |
28,830
+14,361
| +99% | +$358K | 0.05% | 42 |
|
|
2021
Q4 | $762K | Sell |
14,469
-2,811
| -16% | -$148K | 0.05% | 45 |
|
|
2021
Q3 | $789K | Buy |
17,280
+51
| +0.3% | +$2.33K | 0.08% | 44 |
|
|
2021
Q2 | $789K | Sell |
17,229
-260
| -1% | -$11.9K | 0.1% | 45 |
|
|
2021
Q1 | $719K | Sell |
17,489
-3,048
| -15% | -$125K | 0.1% | 46 |
|
|
2020
Q4 | $780K | Buy |
20,537
+176
| +0.9% | +$6.69K | 0.12% | 52 |
|
|
2020
Q3 | $720K | Sell |
20,361
-695
| -3% | -$24.6K | 0.13% | 39 |
|
|
2020
Q2 | $742K | Buy |
21,056
+3,449
| +20% | +$122K | 0.14% | 38 |
|
|
2020
Q1 | $576K | Sell |
17,607
-473
| -3% | -$15.5K | 0.12% | 41 |
|
|
2019
Q4 | $831K | Sell |
18,080
-4,310
| -19% | -$198K | 0.14% | 39 |
|
|
2019
Q3 | $1.06M | Sell |
22,390
-8,115
| -27% | -$383K | 0.19% | 33 |
|
|
2019
Q2 | $1.36M | Sell |
30,505
-2,164
| -7% | -$96.2K | 0.24% | 29 |
|
|
2019
Q1 | $1.45M | Buy |
32,669
+2,543
| +8% | +$113K | 0.25% | 30 |
|
|
2018
Q4 | $1.16M | Buy |
30,126
+119
| +0.4% | +$4.58K | 0.22% | 31 |
|
|
2018
Q3 | $1.25M | Buy |
30,007
+30
| +0.1% | +$1.25K | 0.21% | 31 |
|
|
2018
Q2 | $1.25M | Sell |
29,977
-312
| -1% | -$13K | 0.21% | 31 |
|
|
2018
Q1 | $1.16M | Buy |
30,289
+1,760
| +6% | +$67.3K | 0.2% | 32 |
|
|
2017
Q4 | $1.19M | Sell |
28,529
-1,440
| -5% | -$59.9K | 0.2% | 32 |
|
|
2017
Q3 | $1.23M | Sell |
29,969
-464
| -2% | -$19.1K | 0.21% | 30 |
|
|
2017
Q2 | $1.25M | Sell |
30,433
-2,640
| -8% | -$109K | 0.18% | 39 |
|
|
2017
Q1 | $1.35M | Sell |
33,073
-513
| -2% | -$20.9K | 0.19% | 38 |
|
|
2016
Q4 | $1.38M | Buy |
33,586
+2,110
| +7% | +$86.6K | 0.2% | 38 |
|
|
2016
Q3 | $1.34M | Sell |
31,476
-3,623
| -10% | -$154K | 0.2% | 39 |
|
|
2016
Q2 | $1.53M | Sell |
35,099
-56
| -0.2% | -$2.43K | 0.24% | 40 |
|
|
2016
Q1 | $1.46M | Sell |
35,155
-1,066
| -3% | -$44.1K | 0.26% | 34 |
|
|
2015
Q4 | $1.44M | Sell |
36,221
-5,486
| -13% | -$217K | 0.31% | 21 |
|
|
2015
Q3 | $1.55M | Buy |
41,707
+58
| +0.1% | +$2.16K | 0.35% | 21 |
|
|
2015
Q2 | $1.51M | Buy |
41,649
+2,576
| +7% | +$93.6K | 0.32% | 22 |
|
|
2015
Q1 | $1.58M | Buy |
+39,073
| New | +$1.58M | 0.34% | 21 |
|