Landmark 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $443K | Sell |
21,377
-985
| -4% | -$20.4K | 0.16% | 59 |
|
|
2023
Q3 | $397K | Sell |
22,362
-819
| -4% | -$14.5K | 0.16% | 61 |
|
|
2023
Q2 | $453K | Sell |
23,181
-85
| -0.4% | -$1.66K | 0.19% | 60 |
|
|
2023
Q1 | $454K | Sell |
23,266
-69
| -0.3% | -$1.35K | 0.2% | 58 |
|
|
2022
Q4 | $450K | Buy |
23,335
+12
| +0.1% | +$231 | 0.21% | 61 |
|
|
2022
Q3 | $436K | Sell |
23,323
-450
| -2% | -$8.41K | 0.23% | 55 |
|
|
2022
Q2 | $501K | Sell |
23,773
-670
| -3% | -$14.1K | 0.25% | 55 |
|
|
2022
Q1 | $618K | Sell |
24,443
-1,373
| -5% | -$34.7K | 0.3% | 51 |
|
|
2021
Q4 | $680K | Sell |
25,816
-2,954
| -10% | -$77.8K | 0.3% | 45 |
|
|
2021
Q3 | $591K | Buy |
28,770
+1,190
| +4% | +$24.4K | 0.32% | 38 |
|
|
2021
Q2 | $631K | Sell |
27,580
-1,190
| -4% | -$27.2K | 0.3% | 41 |
|
|
2021
Q1 | $591K | Sell |
28,770
-3,772
| -12% | -$77.5K | 0.32% | 38 |
|
|
2020
Q4 | $594K | Sell |
32,542
-1,486
| -4% | -$27.1K | 0.34% | 37 |
|
|
2020
Q3 | $628K | Sell |
34,028
-3,338
| -9% | -$61.6K | 0.4% | 33 |
|
|
2020
Q2 | $671K | Sell |
37,366
-30,802
| -45% | -$553K | 0.44% | 32 |
|
|
2020
Q1 | $1.23M | Buy |
68,168
+1,024
| +2% | +$18.5K | 0.84% | 24 |
|
|
2019
Q4 | $1.59M | Sell |
67,144
-8,444
| -11% | -$200K | 0.92% | 20 |
|
|
2019
Q3 | $1.78M | Sell |
75,588
-48,256
| -39% | -$1.14M | 1.11% | 20 |
|
|
2019
Q2 | $2.75M | Sell |
123,844
-4,288
| -3% | -$95.3K | 1.68% | 14 |
|
|
2019
Q1 | $2.85M | Sell |
128,132
-3,818
| -3% | -$84.8K | 1.87% | 14 |
|
|
2018
Q4 | $2.54M | Buy |
131,950
+1,068
| +0.8% | +$20.6K | 1.66% | 14 |
|
|
2018
Q3 | $2.73M | Sell |
130,882
-5,386
| -4% | -$112K | 1.62% | 16 |
|
|
2018
Q2 | $2.85M | Buy |
136,268
+14,652
| +12% | +$306K | 1.76% | 14 |
|
|
2018
Q1 | $2.33M | Buy |
121,616
+39,568
| +48% | +$757K | 1.46% | 17 |
|
|
2017
Q4 | $1.71M | Buy |
82,048
+31,374
| +62% | +$653K | 1.08% | 20 |
|
|
2017
Q3 | $1.04M | Buy |
50,674
+12,514
| +33% | +$257K | 0.7% | 25 |
|
|
2017
Q2 | $786K | Buy |
38,160
+8,386
| +28% | +$173K | 0.56% | 27 |
|
|
2017
Q1 | $607K | Buy |
29,774
+4,494
| +18% | +$91.6K | 0.45% | 29 |
|
|
2016
Q4 | $519K | Sell |
25,280
-456
| -2% | -$9.36K | 0.42% | 31 |
|
|
2016
Q3 | $549K | Sell |
25,736
-1,656
| -6% | -$35.3K | 0.47% | 32 |
|
|
2016
Q2 | $594K | Buy |
27,392
+8,488
| +45% | +$184K | 0.56% | 32 |
|
|
2016
Q1 | $391K | Buy |
18,904
+5,398
| +40% | +$112K | 0.4% | 35 |
|
|
2015
Q4 | $267K | Buy |
+13,506
| New | +$267K | 0.28% | 40 |
|