GW & Wade’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-24,337
| Closed | -$513K | – | 401 |
|
|
2022
Q2 | $513K | Buy |
24,337
+4
| +0% | +$84 | 0.02% | 248 |
|
|
2022
Q1 | $606K | Buy |
24,333
+1
| +0% | +$25 | 0.03% | 226 |
|
|
2021
Q4 | $641K | Sell |
24,332
-180
| -0.7% | -$4.74K | 0.03% | 225 |
|
|
2021
Q3 | $560K | Buy |
24,512
+4
| +0% | +$91 | 0.03% | 233 |
|
|
2021
Q2 | $561K | Buy |
+24,508
| New | +$561K | 0.03% | 236 |
|