Laidlaw Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-17,397
| Closed | -$309K | – | 270 |
|
|
2023
Q3 | $309K | Sell |
17,397
-645
| -4% | -$11.4K | 0.1% | 198 |
|
|
2023
Q2 | $352K | Sell |
18,042
-3,150
| -15% | -$61.5K | 0.07% | 240 |
|
|
2023
Q1 | $413K | Sell |
21,192
-55
| -0.3% | -$1.07K | 0.08% | 221 |
|
|
2022
Q4 | $410K | Sell |
21,247
-210
| -1% | -$4.05K | 0.09% | 217 |
|
|
2022
Q3 | $401K | Buy |
21,457
+855
| +4% | +$16K | 0.09% | 198 |
|
|
2022
Q2 | $435K | Sell |
20,602
-242
| -1% | -$5.11K | 0.09% | 218 |
|
|
2022
Q1 | $519K | Buy |
20,844
+2
| +0% | +$50 | 0.09% | 211 |
|
|
2021
Q4 | $549K | Buy |
+20,842
| New | +$549K | 0.09% | 212 |
|
|
2021
Q1 | – | Sell |
-11,520
| Closed | -$219K | – | 336 |
|
|
2020
Q4 | $219K | Buy |
+11,520
| New | +$219K | 0.05% | 321 |
|