HoyleCohen’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $313K | Sell |
|
|||||
|
2024
Q1 | $350K | Sell |
|
|||||
|
2023
Q4 | $450K | Sell |
|
|||||
|
2023
Q3 | $475K | Buy |
|
|||||
|
2023
Q2 | $501K | Sell |
|
|||||
|
2023
Q1 | $659K | Sell |
|
|||||
|
2022
Q4 | $773K | Sell |
|
|||||
|
2022
Q3 | $762K | Buy |
|
|||||
|
2022
Q2 | $854K | Sell |
|
|||||
|
2022
Q1 | $1.02M | Buy |
|
|||||
|
2021
Q4 | $1.04M | Buy |
|
|||||
|
2021
Q3 | $867K | Buy |
|
|||||
|
2021
Q2 | $769 | Sell |
|
|||||
|
2021
Q1 | $709K | Sell |
|
|||||
|
2020
Q4 | $670K | Buy |
|
|||||
|
2020
Q3 | $619K | Buy |
|
|||||
|
2020
Q2 | $596K | Buy |
|
|||||
|
2020
Q1 | $534K | Buy |
|
|||||
|
2019
Q4 | $583K | Buy |
|
|||||
|
2019
Q3 | $598K | Buy |
|
|||||
|
2019
Q2 | $509K | Buy |
|
|||||
|
2019
Q1 | $505K | Sell |
|
|||||
|
2018
Q4 | $451K | Buy |
|
|||||
|
2018
Q3 | $447K | Buy |
|
|||||
|
2018
Q2 | $429K | Hold |
|
|||||
|
2018
Q1 | $393K | Buy |
|
|||||
|
2017
Q4 | $419K | Buy |
|