Inspire Advisors’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 |
-20,119
| Closed | -$466K | – | 453 |
|
|
2024
Q3 | $466K | Buy |
+20,119
| New | +$466K | 0.06% | 251 |
|
|
2024
Q1 | – | Sell |
-23,136
| Closed | -$479K | – | 412 |
|
|
2023
Q4 | $479K | Buy |
+23,136
| New | +$479K | 0.07% | 191 |
|
|
2021
Q1 | – | Sell |
-1,100
| Closed | -$21K | – | 600 |
|
|
2020
Q4 | $21K | Buy |
+1,100
| New | +$21K | 0.01% | 417 |
|