Mangham Associates’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
Q3 | $236K | Sell |
13,313
-2,811
| -17% | -$49.8K | 0.44% | 14 |
|
|
2023
Q2 | $315K | Buy |
16,124
+133
| +0.8% | +$2.6K | 0.54% | 16 |
|
|
2023
Q1 | $312K | Buy |
15,991
+243
| +2% | +$4.74K | 0.49% | 16 |
|
|
2022
Q4 | $304K | Buy |
15,748
+110
| +0.7% | +$2.12K | 0.44% | 16 |
|
|
2022
Q3 | $293K | Buy |
15,638
+97
| +0.6% | +$1.82K | 0.35% | 15 |
|
|
2022
Q2 | $327K | Buy |
15,541
+5,807
| +60% | +$122K | 0.35% | 13 |
|
|
2022
Q1 | $240K | Buy |
+9,734
| New | +$240K | 0.23% | 10 |
|