Facet Wealth Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-17,149
| Closed | -$326K | – | 75 |
|
|
2022
Q3 | $326K | Sell |
17,149
-1,667
| -9% | -$31.7K | 0.02% | 53 |
|
|
2022
Q2 | $397K | Sell |
18,816
-325
| -2% | -$6.86K | 0.03% | 50 |
|
|
2022
Q1 | $476K | Buy |
19,141
+939
| +5% | +$23.4K | 0.04% | 46 |
|
|
2021
Q4 | $480K | Sell |
18,202
-146
| -0.8% | -$3.85K | 0.04% | 46 |
|
|
2021
Q3 | $419K | Sell |
18,348
-638
| -3% | -$14.6K | 0.05% | 42 |
|
|
2021
Q2 | $435K | Sell |
18,986
-2,670
| -12% | -$61.2K | 0.06% | 39 |
|
|
2021
Q1 | $445K | Buy |
21,656
+2,138
| +11% | +$43.9K | 0.08% | 35 |
|
|
2020
Q4 | $371K | Buy |
+19,518
| New | +$371K | 0.09% | 35 |
|