Kades & Cheifetz’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 | $914K | Sell |
43,397
-1,475
| -3% | -$31.1K | 0.47% | 48 |
|
|
2024
Q3 | $1.04M | Buy |
44,872
+3,404
| +8% | +$78.9K | 0.6% | 43 |
|
|
2024
Q2 | $828K | Buy |
41,468
+1,080
| +3% | +$21.6K | 0.52% | 46 |
|
|
2024
Q1 | $820K | Buy |
40,388
+1,556
| +4% | +$31.6K | 0.52% | 45 |
|
|
2023
Q4 | $804K | Buy |
38,832
+6,716
| +21% | +$139K | 0.57% | 43 |
|
|
2023
Q3 | $570K | Buy |
32,116
+204
| +0.6% | +$3.62K | 0.45% | 44 |
|
|
2023
Q2 | $623K | Sell |
31,912
-1,839
| -5% | -$35.9K | 0.48% | 43 |
|
|
2023
Q1 | $658K | Buy |
33,751
+3,869
| +13% | +$75.4K | 0.52% | 42 |
|
|
2022
Q4 | $576K | Buy |
+29,882
| New | +$576K | 0.48% | 44 |
|