LifeSteps Financial’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
Q2 | – | Sell |
-3,593
| Closed | -$72.9K | – | 341 |
|
|
2024
Q1 | $72.9K | Buy |
+3,593
| New | +$72.9K | 0.06% | 126 |
|
|
2023
Q1 | – | Sell |
-11,152
| Closed | -$215K | – | 72 |
|
|
2022
Q4 | $215K | Sell |
11,152
-10,054
| -47% | -$194K | 0.22% | 65 |
|
|
2022
Q3 | $396K | Sell |
21,206
-1,052
| -5% | -$19.6K | 0.45% | 47 |
|
|
2022
Q2 | $469K | Sell |
22,258
-404
| -2% | -$8.51K | 0.49% | 41 |
|
|
2022
Q1 | $564K | Sell |
22,662
-78
| -0.3% | -$1.94K | 0.42% | 42 |
|
|
2021
Q4 | $599K | Sell |
22,740
-136
| -0.6% | -$3.58K | 0.42% | 38 |
|
|
2021
Q3 | $523K | Sell |
22,876
-1,146
| -5% | -$26.2K | 0.4% | 43 |
|
|
2021
Q2 | $550K | Sell |
24,022
-864
| -3% | -$19.8K | 0.42% | 42 |
|
|
2021
Q1 | $511K | Sell |
24,886
-444
| -2% | -$9.12K | 0.43% | 43 |
|
|
2020
Q4 | $481K | Sell |
25,330
-2,294
| -8% | -$43.6K | 0.44% | 40 |
|
|
2020
Q3 | $489K | Sell |
27,624
-102
| -0.4% | -$1.81K | 0.52% | 37 |
|
|
2020
Q2 | $488K | Sell |
27,726
-952
| -3% | -$16.8K | 0.56% | 36 |
|
|
2020
Q1 | $469K | Buy |
28,678
+210
| +0.7% | +$3.43K | 0.54% | 41 |
|
|
2019
Q4 | $654K | Buy |
+28,468
| New | +$654K | 0.62% | 38 |
|