Landmark Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $443K | Sell |
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2023
Q3 | $397K | Sell |
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|
2023
Q2 | $453K | Sell |
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|
2023
Q1 | $454K | Sell |
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|
2022
Q4 | $450K | Buy |
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|
2022
Q3 | $436K | Sell |
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|
2022
Q2 | $501K | Sell |
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|
2022
Q1 | $618K | Sell |
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|
2021
Q4 | $680K | Sell |
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|
2021
Q3 | $591K | Buy |
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|
2021
Q2 | $631K | Sell |
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|
2021
Q1 | $591K | Sell |
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|
2020
Q4 | $594K | Sell |
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|
2020
Q3 | $628K | Sell |
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|
2020
Q2 | $671K | Sell |
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|
2020
Q1 | $1.23M | Buy |
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|
2019
Q4 | $1.59M | Sell |
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|
2019
Q3 | $1.78M | Sell |
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|
2019
Q2 | $2.75M | Sell |
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|
2019
Q1 | $2.85M | Sell |
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|
2018
Q4 | $2.54M | Buy |
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|
2018
Q3 | $2.73M | Sell |
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|
2018
Q2 | $2.85M | Buy |
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|
2018
Q1 | $2.33M | Buy |
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|
2017
Q4 | $1.71M | Buy |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $786K | Buy |
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|
2017
Q1 | $607K | Buy |
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|
2016
Q4 | $519K | Sell |
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|
2016
Q3 | $549K | Sell |
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|
2016
Q2 | $594K | Buy |
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|
2016
Q1 | $391K | Buy |
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|
2015
Q4 | $267K | Buy |
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