HBW Advisory 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,969
| Closed | -$231K | – | 403 |
|
|
2024
Q3 | $231K | Buy |
+9,969
| New | +$231K | 0.03% | 324 |
|
|
2024
Q2 | – | Sell |
-16,777
| Closed | -$347K | – | 358 |
|
|
2024
Q1 | $347K | Hold |
16,777
| – | – | 0.06% | 215 |
|
|
2023
Q4 | $347K | Buy |
+16,777
| New | +$347K | 0.06% | 215 |
|
|
2022
Q1 | – | Sell |
-95,294
| Closed | -$2.51M | – | 263 |
|
|
2021
Q4 | $2.51M | Buy |
+95,294
| New | +$2.51M | 0.58% | 53 |
|
|
2021
Q3 | – | Sell |
-51,642
| Closed | -$1.18M | – | 264 |
|
|
2021
Q2 | $1.18M | Buy |
+51,642
| New | +$1.18M | 0.31% | 86 |
|
|
2019
Q4 | – | Sell |
-20,386
| Closed | -$481K | – | 147 |
|
|
2019
Q3 | $481K | Buy |
+20,386
| New | +$481K | 0.46% | 52 |
|