Gould Asset Management’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
Q3 | – | Sell |
-16,335
| Closed | -$319K | – | 151 |
|
|
2023
Q2 | $319K | Hold |
16,335
| – | – | 0.09% | 113 |
|
|
2023
Q1 | $319K | Buy |
16,335
+120
| +0.7% | +$2.34K | 0.09% | 110 |
|
|
2022
Q4 | $313K | Buy |
+16,215
| New | +$313K | 0.09% | 114 |
|
|
2016
Q4 | – | Sell |
-13,190
| Closed | -$281K | – | 117 |
|
|
2016
Q3 | $281K | Buy |
+13,190
| New | +$281K | 0.15% | 77 |
|
|
2016
Q2 | – | Sell |
-15,690
| Closed | -$325K | – | 105 |
|
|
2016
Q1 | $325K | Buy |
+15,690
| New | +$325K | 0.18% | 69 |
|