Leading Edge Financial Planning’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
Q1 | – | Sell |
-21,264
| Closed | -$440K | – | 58 |
|
|
2023
Q4 | $440K | Sell |
21,264
-22,453
| -51% | -$465K | 0.23% | 32 |
|
|
2023
Q3 | $776K | Sell |
43,717
-1,441
| -3% | -$25.6K | 0.5% | 29 |
|
|
2023
Q2 | $882K | Sell |
45,158
-5,655
| -11% | -$110K | 0.58% | 24 |
|
|
2023
Q1 | $991K | Buy |
50,813
+2,102
| +4% | +$41K | 0.72% | 23 |
|
|
2022
Q4 | $940K | Buy |
+48,711
| New | +$940K | 0.81% | 22 |
|