Liberty 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
Q2 | – | Sell |
-16,848
| Closed | -$347K | – | 227 |
|
|
2023
Q1 | $347K | Buy |
+16,848
| New | +$347K | 0.07% | 155 |
|
|
2021
Q4 | – | Sell |
-78
| Closed | -$2K | – | 917 |
|
|
2021
Q3 | $2K | Buy |
+78
| New | +$2K | ﹤0.01% | 1077 |
|
|
2020
Q3 | – | Sell |
-350
| Closed | -$6K | – | 942 |
|
|
2020
Q2 | $6K | Buy |
350
+2
| +0.6% | +$34 | ﹤0.01% | 584 |
|
|
2020
Q1 | $6K | Buy |
+348
| New | +$6K | 0.01% | 554 |
|
|
2019
Q4 | – | Sell |
-596
| Closed | -$14K | – | 959 |
|
|
2019
Q3 | $14K | Buy |
+596
| New | +$14K | 0.01% | 458 |
|