FC
Financial Consulate’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-38,144
| Closed | -$1.47M | – | 114 |
|
|
2018
Q4 | $1.47M | Sell |
38,144
-933
| -2% | -$35.9K | 0.88% | 31 |
|
|
2018
Q3 | $1.63M | Buy |
39,077
+352
| +0.9% | +$14.7K | 0.93% | 29 |
|
|
2018
Q2 | $1.62M | Buy |
38,725
+914
| +2% | +$38.2K | 0.82% | 31 |
|
|
2018
Q1 | $1.45M | Buy |
37,811
+4,897
| +15% | +$187K | 0.77% | 33 |
|
|
2017
Q4 | $1.37M | Buy |
32,914
+607
| +2% | +$25.3K | 0.7% | 36 |
|
|
2017
Q3 | $1.33M | Buy |
32,307
+613
| +2% | +$25.2K | 0.72% | 37 |
|
|
2017
Q2 | $1.31M | Buy |
31,694
+1
| +0% | +$41 | 0.77% | 35 |
|
|
2017
Q1 | $1.29M | Buy |
+31,693
| New | +$1.29M | 0.82% | 32 |
|
|
2015
Q4 | – | Sell |
-13,073
| Closed | -$486K | – | 71 |
|
|
2015
Q3 | $486K | Sell |
13,073
-34,893
| -73% | -$1.3M | 0.42% | 35 |
|
|
2015
Q2 | $1.74M | Buy |
47,966
+455
| +1% | +$16.5K | 1.29% | 21 |
|
|
2015
Q1 | $1.93M | Sell |
47,511
-4,361
| -8% | -$177K | 1.63% | 21 |
|
|
2014
Q4 | $2.02M | Buy |
+51,872
| New | +$2.02M | 1.33% | 21 |
|