Jacobi Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-154
| Closed | -$4K | – | 1151 |
|
|
2021
Q3 | $4K | Hold |
154
| – | – | ﹤0.01% | 1241 |
|
|
2021
Q2 | $4K | Hold |
154
| – | – | ﹤0.01% | 1205 |
|
|
2021
Q1 | $3K | Hold |
154
| – | – | ﹤0.01% | 1215 |
|
|
2020
Q4 | $3K | Hold |
154
| – | – | ﹤0.01% | 1124 |
|
|
2020
Q3 | $3K | Hold |
154
| – | – | ﹤0.01% | 1050 |
|
|
2020
Q2 | $3K | Buy |
+154
| New | +$3K | ﹤0.01% | 1010 |
|
|
2018
Q3 | – | Sell |
-104
| Closed | -$2K | – | 1046 |
|
|
2018
Q2 | $2K | Buy |
+104
| New | +$2K | ﹤0.01% | 934 |
|