Glassman Wealth Services’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
Q2 | – | Sell |
-514
| Closed | -$10K | – | 1995 |
|
|
2023
Q1 | $10K | Buy |
+514
| New | +$10K | ﹤0.01% | 823 |
|
|
2022
Q1 | – | Sell |
-92
| Closed | -$2K | – | 1907 |
|
|
2021
Q4 | $2K | Buy |
92
+68
| +283% | +$1.48K | ﹤0.01% | 1237 |
|
|
2021
Q3 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1452 |
|
|
2020
Q2 | – | Sell |
-200
| Closed | -$3K | – | 1493 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 636 |
|
|
2019
Q4 | $5K | Hold |
200
| – | – | ﹤0.01% | 590 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2019
Q2 | $4K | Sell |
200
-240
| -55% | -$4.8K | ﹤0.01% | 602 |
|
|
2019
Q1 | $10K | Buy |
440
+240
| +120% | +$5.46K | ﹤0.01% | 451 |
|
|
2018
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 469 |
|
|
2018
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 507 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 470 |
|
|
2018
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 463 |
|