Farmers & Merchants Investments 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-810
| Closed | -$17.4K | – | 1764 |
|
|
2025
Q1 | $17.4K | Hold |
810
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $17.1K | Hold |
810
| – | – | ﹤0.01% | 596 |
|
|
2024
Q3 | $18.8K | Sell |
810
-1,258
| -61% | -$29.1K | ﹤0.01% | 582 |
|
|
2024
Q2 | $41.3K | Buy |
+2,068
| New | +$41.3K | ﹤0.01% | 457 |
|
|
2023
Q2 | – | Sell |
-220
| Closed | -$4.29K | – | 1786 |
|
|
2023
Q1 | $4.29K | Buy |
+220
| New | +$4.29K | ﹤0.01% | 752 |
|
|
2022
Q1 | – | Sell |
-410
| Closed | -$11K | – | 1015 |
|
|
2021
Q4 | $11K | Buy |
+410
| New | +$11K | ﹤0.01% | 742 |
|
|
2018
Q4 | – | Sell |
-1,332
| Closed | -$28K | – | 832 |
|
|
2018
Q3 | $28K | Hold |
1,332
| – | – | ﹤0.01% | 383 |
|
|
2018
Q2 | $28K | Buy |
+1,332
| New | +$28K | ﹤0.01% | 392 |
|
|
2016
Q3 | – | Sell |
-824
| Closed | -$18K | – | 762 |
|
|
2016
Q2 | $18K | Buy |
+824
| New | +$18K | ﹤0.01% | 377 |
|