Horan Securities’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
Q3 | – | Sell |
-5
| Closed | -$98 | – | 543 |
|
|
2023
Q2 | $98 | Hold |
5
| – | – | ﹤0.01% | 707 |
|
|
2023
Q1 | $98 | Sell |
5
-16
| -76% | -$314 | ﹤0.01% | 723 |
|
|
2022
Q4 | $398 | Buy |
21
+1
| +5% | +$19 | ﹤0.01% | 726 |
|
|
2022
Q3 | $0 | Hold |
20
| – | – | ﹤0.01% | 769 |
|
|
2022
Q2 | $0 | Hold |
20
| – | – | ﹤0.01% | 735 |
|
|
2022
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 494 |
|
|
2021
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 498 |
|
|
2021
Q1 | – | Sell |
-136
| Closed | -$3K | – | 456 |
|
|
2020
Q4 | $3K | Buy |
+136
| New | +$3K | ﹤0.01% | 345 |
|