Lutz Financial Services’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
Q3 | – | Sell |
-14,776
| Closed | -$295K | – | 88 |
|
|
2024
Q2 | $295K | Sell |
14,776
-6,924
| -32% | -$138K | 0.03% | 79 |
|
|
2024
Q1 | $441K | Sell |
21,700
-1,068
| -5% | -$21.7K | 0.04% | 70 |
|
|
2023
Q4 | $472K | Buy |
22,768
+5,170
| +29% | +$107K | 0.04% | 67 |
|
|
2023
Q3 | $312K | Sell |
17,598
-3,362
| -16% | -$59.7K | 0.03% | 69 |
|
|
2023
Q2 | $409K | Sell |
20,960
-2,808
| -12% | -$54.8K | 0.04% | 64 |
|
|
2023
Q1 | $463K | Sell |
23,768
-11,598
| -33% | -$226K | 0.05% | 64 |
|
|
2022
Q4 | $682K | Sell |
35,366
-3,564
| -9% | -$68.7K | 0.08% | 57 |
|
|
2022
Q3 | $728K | Sell |
38,930
-124
| -0.3% | -$2.32K | 0.1% | 52 |
|
|
2022
Q2 | $824K | Sell |
39,054
-27,174
| -41% | -$573K | 0.11% | 50 |
|
|
2022
Q1 | $1.65M | Sell |
66,228
-226
| -0.3% | -$5.62K | 0.2% | 39 |
|
|
2021
Q4 | $1.75M | Sell |
66,454
-9,676
| -13% | -$255K | 0.22% | 40 |
|
|
2021
Q3 | $1.74M | Sell |
76,130
-12,752
| -14% | -$291K | 0.23% | 42 |
|
|
2021
Q2 | $2.04M | Sell |
88,882
-13,512
| -13% | -$309K | 0.27% | 42 |
|
|
2021
Q1 | $2.1M | Buy |
102,394
+3,080
| +3% | +$63.3K | 0.31% | 39 |
|
|
2020
Q4 | $1.89M | Buy |
99,314
+130
| +0.1% | +$2.47K | 0.31% | 38 |
|
|
2020
Q3 | $1.75M | Sell |
99,184
-242
| -0.2% | -$4.28K | 0.34% | 39 |
|
|
2020
Q2 | $1.75M | Buy |
99,426
+16,452
| +20% | +$290K | 0.36% | 40 |
|
|
2020
Q1 | $1.36M | Buy |
+82,974
| New | +$1.36M | 0.3% | 43 |
|