Glen Eagle 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 |
-198
| Closed | -$4.03K | – | 1197 |
|
2024
Q1 | $4.03K | Sell |
198
-197
| -50% | -$4.01K | ﹤0.01% | 800 |
|
2023
Q4 | $8.18K | Buy |
395
+5
| +1% | +$104 | ﹤0.01% | 669 |
|
2023
Q3 | $6.93K | Buy |
390
+2
| +0.5% | +$36 | ﹤0.01% | 681 |
|
2023
Q2 | $7.56K | Buy |
388
+4
| +1% | +$78 | ﹤0.01% | 680 |
|
2023
Q1 | $7.48K | Buy |
384
+328
| +586% | +$6.39K | ﹤0.01% | 665 |
|
2022
Q4 | $1.08K | Buy |
56
+1
| +2% | +$19 | ﹤0.01% | 1008 |
|
2022
Q3 | $1.04K | Buy |
55
+45
| +450% | +$848 | ﹤0.01% | 971 |
|
2022
Q2 | $212 | Sell |
10
-80
| -89% | -$1.7K | ﹤0.01% | 974 |
|
2022
Q1 | $2.24K | Buy |
+90
| New | +$2.24K | ﹤0.01% | 791 |
|
2021
Q2 | – | Sell |
-2
| Closed | -$41 | – | 1060 |
|
2021
Q1 | $41 | Buy |
+2
| New | +$41 | ﹤0.01% | 998 |
|
2020
Q2 | – | Sell |
-30
| Closed | -$491 | – | 937 |
|
2020
Q1 | $491 | Hold |
30
| – | – | ﹤0.01% | 784 |
|
2019
Q4 | $689 | Hold |
30
| – | – | ﹤0.01% | 852 |
|
2019
Q3 | $708 | Hold |
30
| – | – | ﹤0.01% | 770 |
|
2019
Q2 | $667 | Hold |
30
| – | – | ﹤0.01% | 755 |
|
2019
Q1 | $666 | Hold |
30
| – | – | ﹤0.01% | 716 |
|
2018
Q4 | $578 | Hold |
30
| – | – | ﹤0.01% | 699 |
|
2018
Q3 | $626 | Hold |
30
| – | – | ﹤0.01% | 689 |
|
2018
Q2 | $627 | Hold |
30
| – | – | ﹤0.01% | 671 |
|
2018
Q1 | $574 | Hold |
30
| – | – | ﹤0.01% | 661 |
|
2017
Q4 | $624 | Buy |
+30
| New | +$624 | ﹤0.01% | 621 |
|