Emery Howard Portfolio Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-32,594
| Closed | -$576K | – | 38 |
|
|
2020
Q3 | $576K | Sell |
32,594
-5,112
| -14% | -$90.3K | 0.11% | 22 |
|
|
2020
Q2 | $664K | Sell |
37,706
-16,070
| -30% | -$283K | 0.14% | 21 |
|
|
2020
Q1 | $880K | Sell |
53,776
-236
| -0.4% | -$3.86K | 0.22% | 21 |
|
|
2019
Q4 | $1.24M | Sell |
54,012
-322
| -0.6% | -$7.4K | 0.23% | 21 |
|
|
2019
Q3 | $1.28M | Buy |
54,334
+982
| +2% | +$23.2K | 0.26% | 20 |
|
|
2019
Q2 | $1.19M | Hold |
53,352
| – | – | 0.24% | 20 |
|
|
2019
Q1 | $1.19M | Buy |
53,352
+256
| +0.5% | +$5.69K | 0.25% | 20 |
|
|
2018
Q4 | $1.02M | Buy |
53,096
+34,086
| +179% | +$656K | 0.24% | 20 |
|
|
2018
Q3 | $397K | Buy |
19,010
+3,466
| +22% | +$72.4K | 0.08% | 29 |
|
|
2018
Q2 | $325K | Buy |
15,544
+2,990
| +24% | +$62.5K | 0.07% | 32 |
|
|
2018
Q1 | $240K | Buy |
12,554
+1,414
| +13% | +$27K | 0.05% | 32 |
|
|
2017
Q4 | $232K | Buy |
11,140
+72
| +0.7% | +$1.5K | 0.05% | 32 |
|
|
2017
Q3 | $228K | Buy |
11,068
+64
| +0.6% | +$1.32K | 0.05% | 33 |
|
|
2017
Q2 | $227K | Buy |
11,004
+64
| +0.6% | +$1.32K | 0.05% | 31 |
|
|
2017
Q1 | $223K | Buy |
10,940
+30
| +0.3% | +$612 | 0.05% | 31 |
|
|
2016
Q4 | $224K | Buy |
10,910
+110
| +1% | +$2.26K | 0.05% | 32 |
|
|
2016
Q3 | $230K | Buy |
10,800
+58
| +0.5% | +$1.24K | 0.05% | 31 |
|
|
2016
Q2 | $233K | Buy |
10,742
+58
| +0.5% | +$1.26K | 0.06% | 31 |
|
|
2016
Q1 | $221K | Buy |
10,684
+54
| +0.5% | +$1.12K | 0.06% | 30 |
|
|
2015
Q4 | $211K | Buy |
+10,630
| New | +$211K | 0.05% | 30 |
|