HM Payson & Co’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$6.32K | – | 1069 |
|
|
2024
Q4 | $6.32K | Buy |
+300
| New | +$6.32K | ﹤0.01% | 882 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$164 | – | 1044 |
|
|
2023
Q2 | $164 | Hold |
8
| – | – | ﹤0.01% | 979 |
|
|
2023
Q1 | $163 | Hold |
8
| – | – | ﹤0.01% | 1001 |
|
|
2022
Q4 | $159 | Hold |
8
| – | – | ﹤0.01% | 919 |
|
|
2022
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1069 |
|
|
2022
Q2 | $0 | Hold |
8
| – | – | ﹤0.01% | 1128 |
|
|
2022
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1139 |
|
|
2021
Q4 | $0 | Hold |
8
| – | – | ﹤0.01% | 1153 |
|
|
2021
Q3 | $0 | Hold |
8
| – | – | ﹤0.01% | 1124 |
|
|
2021
Q2 | $0 | Sell |
8
-190
| -96% | – | ﹤0.01% | 1161 |
|
|
2021
Q1 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 981 |
|