JNBA Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,334
| Closed | -$28.1K | – | 678 |
|
|
2024
Q4 | $28.1K | Buy |
+1,334
| New | +$28.1K | ﹤0.01% | 346 |
|
|
2024
Q1 | – | Sell |
-116,328
| Closed | -$2.41M | – | 722 |
|
|
2023
Q4 | $2.41M | Sell |
116,328
-6,304
| -5% | -$131K | 0.27% | 58 |
|
|
2023
Q3 | $2.18M | Buy |
122,632
+5,969
| +5% | +$106K | 0.27% | 61 |
|
|
2023
Q2 | $2.28M | Sell |
116,663
-8,367
| -7% | -$163K | 0.27% | 61 |
|
|
2023
Q1 | $2.44M | Buy |
125,030
+7,314
| +6% | +$143K | 0.32% | 57 |
|
|
2022
Q4 | $2.27M | Buy |
117,716
+77,445
| +192% | +$1.49M | 0.32% | 58 |
|
|
2022
Q3 | $753K | Buy |
40,271
+27,347
| +212% | +$511K | 0.12% | 103 |
|
|
2022
Q2 | $273K | Buy |
12,924
+12,374
| +2,250% | +$261K | 0.04% | 160 |
|
|
2022
Q1 | $14K | Hold |
550
| – | – | ﹤0.01% | 463 |
|
|
2021
Q4 | $14K | Hold |
550
| – | – | ﹤0.01% | 480 |
|
|
2021
Q3 | $13K | Hold |
550
| – | – | ﹤0.01% | 488 |
|
|
2021
Q2 | $13K | Buy |
+550
| New | +$13K | ﹤0.01% | 459 |
|
|
2019
Q4 | – | Sell |
-36
| Closed | -$1K | – | 625 |
|
|
2019
Q3 | $1K | Buy |
+36
| New | +$1K | ﹤0.01% | 570 |
|
|
2018
Q4 | – | Sell |
-25,758
| Closed | -$537K | – | 698 |
|
|
2018
Q3 | $537K | Buy |
25,758
+25,690
| +37,779% | +$536K | 0.24% | 74 |
|
|
2018
Q2 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 519 |
|
|
2016
Q4 | – | Sell |
-1,690
| Closed | -$36K | – | 1183 |
|
|
2016
Q3 | $36K | Buy |
+1,690
| New | +$36K | 0.01% | 625 |
|