HB Wealth 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
Q1 | – | Sell |
-10,103
| Closed | -$195K | – | 728 |
|
|
2022
Q4 | $195K | Sell |
10,103
-881
| -8% | -$17K | ﹤0.01% | 652 |
|
|
2022
Q3 | $205K | Buy |
+10,984
| New | +$205K | ﹤0.01% | 541 |
|
|
2022
Q2 | – | Sell |
-13,482
| Closed | -$336K | – | 611 |
|
|
2022
Q1 | $336K | Sell |
13,482
-2,830
| -17% | -$70.5K | 0.01% | 425 |
|
|
2021
Q4 | $430K | Buy |
+16,312
| New | +$430K | 0.01% | 330 |
|