IHT Wealth Management’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 |
-12,645
| Closed | -$292K | – | 1186 |
|
|
2024
Q3 | $292K | Buy |
+12,645
| New | +$292K | 0.01% | 918 |
|
|
2018
Q2 | – | Sell |
-96
| Closed | -$2K | – | 1174 |
|
|
2018
Q1 | $2K | Hold |
96
| – | – | ﹤0.01% | 1522 |
|
|
2017
Q4 | $2K | Hold |
96
| – | – | ﹤0.01% | 1512 |
|
|
2017
Q3 | $2K | Sell |
96
-2,002
| -95% | -$41.7K | ﹤0.01% | 1233 |
|
|
2017
Q2 | $13 | Hold |
2,098
| – | – | 0.01% | 896 |
|
|
2017
Q1 | $65K | Buy |
2,098
+1,992
| +1,879% | +$61.7K | 0.04% | 366 |
|
|
2016
Q4 | $2K | Buy |
+106
| New | +$2K | ﹤0.01% | 1052 |
|