Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-12,609
| Closed | -$243K | – | 799 |
|
|
2022
Q4 | $243K | Buy |
+12,609
| New | +$243K | 0.02% | 610 |
|
|
2020
Q1 | – | Sell |
-162,832
| Closed | -$3.74M | – | 531 |
|
|
2019
Q4 | $3.74M | Buy |
162,832
+4,782
| +3% | +$110K | 0.4% | 63 |
|
|
2019
Q3 | $3.73M | Buy |
158,050
+28,430
| +22% | +$670K | 0.43% | 57 |
|
|
2019
Q2 | $2.88M | Buy |
+129,620
| New | +$2.88M | 0.33% | 73 |
|