Fiducient Advisors’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
Q2 | – | Sell |
-16,292
| Closed | -$406K | – | 85 |
|
|
2022
Q1 | $406K | Sell |
16,292
-95,800
| -85% | -$2.39M | 0.15% | 40 |
|
|
2021
Q4 | $2.95M | Sell |
112,092
-1,930
| -2% | -$50.8K | 0.9% | 13 |
|
|
2021
Q3 | $2.6M | Buy |
114,022
+2,442
| +2% | +$55.8K | 0.79% | 16 |
|
|
2021
Q2 | $2.56M | Sell |
111,580
-3,426
| -3% | -$78.5K | 0.79% | 15 |
|
|
2021
Q1 | $2.36M | Buy |
115,006
+5,576
| +5% | +$115K | 0.76% | 16 |
|
|
2020
Q4 | $2.08M | Buy |
109,430
+18,864
| +21% | +$358K | 0.77% | 14 |
|
|
2020
Q3 | $1.6M | Sell |
90,566
-3,414
| -4% | -$60.4K | 0.9% | 10 |
|
|
2020
Q2 | $1.66M | Buy |
93,980
+2,104
| +2% | +$37.1K | 1% | 9 |
|
|
2020
Q1 | $1.5M | Buy |
91,876
+4,142
| +5% | +$67.8K | 0.89% | 11 |
|
|
2019
Q4 | $2.02M | Buy |
87,734
+21,806
| +33% | +$501K | 1.1% | 9 |
|
|
2019
Q3 | $1.56M | Sell |
65,928
-2,670
| -4% | -$63K | 0.89% | 10 |
|
|
2019
Q2 | $1.52M | Buy |
68,598
+18,192
| +36% | +$404K | 0.91% | 10 |
|
|
2019
Q1 | $1.12M | Buy |
+50,406
| New | +$1.12M | 0.55% | 14 |
|