Ladenburg Thalmann Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $4.09M | Buy |
178,154
+2,826
| +2% | +$64.9K | 0.03% | 555 |
|
|
2019
Q3 | $4.14M | Buy |
175,328
+10,650
| +6% | +$251K | 0.03% | 528 |
|
|
2019
Q2 | $3.66M | Sell |
164,678
-5,708
| -3% | -$127K | 0.03% | 556 |
|
|
2019
Q1 | $3.79M | Buy |
170,386
+9,260
| +6% | +$206K | 0.03% | 522 |
|
|
2018
Q4 | $3.1M | Buy |
161,126
+14,680
| +10% | +$283K | 0.03% | 520 |
|
|
2018
Q3 | $3.06M | Sell |
146,446
-4,230
| -3% | -$88.2K | 0.03% | 560 |
|
|
2018
Q2 | $2.88M | Hold |
150,676
| – | – | 0.03% | 553 |
|
|
2018
Q1 | $2.88M | Sell |
150,676
-24,150
| -14% | -$462K | 0.03% | 553 |
|
|
2017
Q4 | $3.64M | Buy |
174,826
+946
| +0.5% | +$19.7K | 0.03% | 452 |
|
|
2017
Q3 | $3.58M | Buy |
173,880
+56,126
| +48% | +$1.15M | 0.04% | 411 |
|
|
2017
Q2 | $2.41M | Buy |
117,754
+23,328
| +25% | +$476K | 0.03% | 513 |
|
|
2017
Q1 | $1.93M | Buy |
94,426
+26,626
| +39% | +$543K | 0.02% | 582 |
|
|
2016
Q4 | $1.39M | Buy |
67,800
+6,414
| +10% | +$132K | 0.02% | 680 |
|
|
2016
Q3 | $1.31M | Sell |
61,386
-1,204
| -2% | -$25.7K | 0.02% | 658 |
|
|
2016
Q2 | $1.36M | Buy |
62,590
+5,726
| +10% | +$124K | 0.02% | 621 |
|
|
2016
Q1 | $1.18M | Sell |
56,864
-16,584
| -23% | -$343K | 0.02% | 626 |
|
|
2015
Q4 | $1.46M | Buy |
73,448
+2,708
| +4% | +$53.6K | 0.03% | 514 |
|
|
2015
Q3 | $1.32M | Buy |
70,740
+280
| +0.4% | +$5.21K | 0.03% | 524 |
|
|
2015
Q2 | $1.28M | Buy |
70,460
+34,834
| +98% | +$633K | 0.02% | 581 |
|
|
2015
Q1 | $723K | Buy |
35,626
+13,800
| +63% | +$280K | 0.01% | 844 |
|
|
2014
Q4 | $425K | Buy |
21,826
+1,362
| +7% | +$26.5K | 0.01% | 1004 |
|
|
2014
Q3 | $348K | Buy |
20,464
+7,228
| +55% | +$123K | 0.01% | 955 |
|
|
2014
Q2 | $234K | Buy |
13,236
+1,896
| +17% | +$33.5K | 0.01% | 1113 |
|
|
2014
Q1 | $188K | Buy |
11,340
+1,338
| +13% | +$22.2K | 0.01% | 1156 |
|
|
2013
Q4 | $151K | Buy |
10,002
+2,682
| +37% | +$40.5K | ﹤0.01% | 1222 |
|
|
2013
Q3 | $113K | Buy |
7,320
+3,182
| +77% | +$49.1K | ﹤0.01% | 1324 |
|
|
2013
Q2 | $66K | Buy |
+4,138
| New | +$66K | ﹤0.01% | 1539 |
|