FormulaFolio Investments’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
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|
2020
Q4 | $623K | Sell |
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|
2020
Q3 | $625K | Buy |
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|
2020
Q2 | $377K | Sell |
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|
2020
Q1 | $353K | Sell |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q3 | $3.43M | Sell |
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|
2019
Q2 | $3.23M | Sell |
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|
2019
Q1 | $3.86M | Buy |
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|
2018
Q4 | $2.59M | Hold |
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|
2018
Q3 | $2.59M | Buy |
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|
2018
Q2 | $2.41M | Buy |
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|
2018
Q1 | $1.9M | Sell |
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|
2017
Q4 | $6.76M | Buy |
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|
2017
Q3 | $6.36M | Buy |
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|
2017
Q2 | $419K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $3.67M | Buy |
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|
2016
Q3 | $3.32M | Buy |
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|
2016
Q2 | $3M | Buy |
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|
2016
Q1 | $2.82M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4.6M | Buy |
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|
2014
Q4 | $2.45M | Buy |
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