Jentner Corp’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
Q4 | – | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $349K | Sell |
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|
2023
Q2 | $411K | Sell |
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|
2023
Q1 | $421K | Sell |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $479K | Sell |
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|
2022
Q2 | $552K | Sell |
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|
2022
Q1 | $678K | Sell |
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|
2021
Q4 | $721K | Sell |
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|
2021
Q3 | $658K | Sell |
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|
2021
Q2 | $685K | Buy |
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|
2021
Q1 | $595K | Buy |
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|
2020
Q4 | $520K | Sell |
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|
2020
Q3 | $488K | Buy |
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|
2020
Q2 | $470K | Buy |
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|
2020
Q1 | $412K | Sell |
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|
2019
Q4 | $600K | Sell |
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|
2019
Q3 | $616K | Sell |
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|
2019
Q2 | $591K | Buy |
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|
2019
Q1 | $574K | Buy |
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|
2018
Q4 | $495K | Buy |
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|
2018
Q3 | $535K | Buy |
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|
2018
Q2 | $510K | Sell |
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|
2018
Q1 | $473K | Buy |
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|
2017
Q4 | $510K | Sell |
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|
2017
Q3 | $522K | Buy |
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|
2017
Q2 | $497K | Buy |
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|
2017
Q1 | $475K | Buy |
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|
2016
Q4 | $453K | Buy |
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