HCM
Hengehold Capital Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,607
| Closed | -$214K | – | 169 |
|
|
2022
Q1 | $214K | Buy |
8,607
+4,455
| +107% | +$111K | 0.03% | 154 |
|
|
2021
Q4 | $219K | Buy |
+4,152
| New | +$219K | 0.03% | 159 |
|
|
2020
Q4 | – | Sell |
-5,763
| Closed | -$204K | – | 141 |
|
|
2020
Q3 | $204K | Sell |
5,763
-760
| -12% | -$26.9K | 0.03% | 126 |
|
|
2020
Q2 | $230K | Sell |
6,523
-533
| -8% | -$18.8K | 0.04% | 113 |
|
|
2020
Q1 | $231K | Sell |
7,056
-335
| -5% | -$11K | 0.05% | 103 |
|
|
2019
Q4 | $340K | Sell |
7,391
-855
| -10% | -$39.3K | 0.06% | 97 |
|
|
2019
Q3 | $389K | Buy |
8,246
+61
| +0.7% | +$2.88K | 0.07% | 84 |
|
|
2019
Q2 | $364K | Sell |
8,185
-106
| -1% | -$4.71K | 0.07% | 88 |
|
|
2019
Q1 | $368K | Sell |
8,291
-185
| -2% | -$8.21K | 0.09% | 81 |
|
|
2018
Q4 | $326K | Hold |
8,476
| – | – | 0.1% | 76 |
|
|
2018
Q3 | $354K | Sell |
8,476
-335
| -4% | -$14K | 0.09% | 75 |
|
|
2018
Q2 | $368K | Sell |
8,811
-724
| -8% | -$30.2K | 0.1% | 73 |
|
|
2018
Q1 | $365K | Sell |
9,535
-155
| -2% | -$5.93K | 0.1% | 75 |
|
|
2017
Q4 | $403K | Sell |
9,690
-540
| -5% | -$22.5K | 0.11% | 78 |
|
|
2017
Q3 | $421K | Buy |
10,230
+12
| +0.1% | +$494 | 0.11% | 74 |
|
|
2017
Q2 | $421K | Hold |
10,218
| – | – | 0.12% | 75 |
|
|
2017
Q1 | $417K | Buy |
10,218
+48
| +0.5% | +$1.96K | 0.12% | 81 |
|
|
2016
Q4 | $417K | Buy |
+10,170
| New | +$417K | 0.13% | 80 |
|