Financial Synergies Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6,995
| Closed | -$142K | – | 386 |
|
|
2024
Q1 | $142K | Sell |
6,995
-447
| -6% | -$9.07K | 0.02% | 87 |
|
|
2023
Q4 | $144K | Sell |
7,442
-59
| -0.8% | -$1.14K | 0.02% | 73 |
|
|
2023
Q3 | $133K | Buy |
7,501
+59
| +0.8% | +$1.05K | 0.02% | 77 |
|
|
2023
Q2 | $145K | Sell |
7,442
-48
| -0.6% | -$937 | 0.02% | 73 |
|
|
2023
Q1 | $146K | Buy |
7,490
+48
| +0.6% | +$936 | 0.02% | 73 |
|
|
2022
Q4 | $144K | Buy |
7,442
+61
| +0.8% | +$1.18K | 0.02% | 73 |
|
|
2022
Q3 | $138K | Sell |
7,381
-147
| -2% | -$2.75K | 0.02% | 74 |
|
|
2022
Q2 | $159K | Sell |
7,528
-1,177
| -14% | -$24.8K | 0.03% | 69 |
|
|
2022
Q1 | $217K | Sell |
8,705
-367
| -4% | -$9.13K | 0.03% | 56 |
|
|
2021
Q4 | $239K | Sell |
9,072
-74
| -0.8% | -$1.95K | 0.03% | 64 |
|
|
2021
Q3 | $209K | Buy |
9,146
+44
| +0.5% | +$1.01K | 0.03% | 65 |
|
|
2021
Q2 | $208K | Sell |
9,102
-7,066
| -44% | -$162K | 0.03% | 61 |
|
|
2021
Q1 | $332K | Sell |
16,168
-3,300
| -17% | -$67.8K | 0.05% | 48 |
|
|
2020
Q4 | $370K | Sell |
19,468
-35,818
| -65% | -$680K | 0.06% | 44 |
|
|
2020
Q3 | $978K | Sell |
55,286
-62,410
| -53% | -$1.1M | 0.25% | 37 |
|
|
2020
Q2 | $2.07M | Sell |
117,696
-704
| -0.6% | -$12.4K | 0.7% | 19 |
|
|
2020
Q1 | $1.94M | Buy |
118,400
+15,730
| +15% | +$257K | 1.1% | 10 |
|
|
2019
Q4 | $2.36M | Buy |
102,670
+11,336
| +12% | +$261K | 1.06% | 11 |
|
|
2019
Q3 | $2.15M | Buy |
91,334
+4,892
| +6% | +$115K | 1.05% | 11 |
|
|
2019
Q2 | $1.92M | Buy |
86,442
+12,636
| +17% | +$281K | 0.96% | 11 |
|
|
2019
Q1 | $1.64M | Buy |
+73,806
| New | +$1.64M | 0.87% | 11 |
|