Mark Sheptoff 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-30
| Closed | -$586 | – | 401 |
|
|
2023
Q2 | $586 | Hold |
30
| – | – | ﹤0.01% | 374 |
|
|
2023
Q1 | $585 | Hold |
30
| – | – | ﹤0.01% | 371 |
|
|
2022
Q4 | $579 | Hold |
30
| – | – | ﹤0.01% | 377 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 357 |
|
|
2022
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 371 |
|
|
2022
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 419 |
|
|
2021
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 449 |
|
|
2021
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 389 |
|
|
2021
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 408 |
|
|
2021
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 368 |
|
|
2020
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 346 |
|
|
2020
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 320 |
|
|
2020
Q2 | $1K | Hold |
30
| – | – | ﹤0.01% | 348 |
|
|
2020
Q1 | $0 | Buy |
+30
| New | – | ﹤0.01% | 377 |
|
|
2019
Q4 | – | Sell |
-548
| Closed | -$13K | – | 377 |
|
|
2019
Q3 | $13K | Hold |
548
| – | – | 0.01% | 253 |
|
|
2019
Q2 | $12K | Hold |
548
| – | – | 0.01% | 255 |
|
|
2019
Q1 | $12K | Hold |
548
| – | – | 0.01% | 257 |
|
|
2018
Q4 | $11K | Hold |
548
| – | – | 0.01% | 237 |
|
|
2018
Q3 | $11K | Hold |
548
| – | – | 0.01% | 284 |
|
|
2018
Q2 | $11K | Hold |
548
| – | – | 0.01% | 270 |
|
|
2018
Q1 | $10K | Sell |
548
-3,852
| -88% | -$70.3K | 0.01% | 288 |
|
|
2017
Q4 | $92K | Hold |
4,400
| – | – | 0.06% | 144 |
|
|
2017
Q3 | $90K | Buy |
4,400
+548
| +14% | +$11.2K | 0.06% | 147 |
|
|
2017
Q2 | $79K | Sell |
3,852
-2
| -0.1% | -$41 | 0.05% | 149 |
|
|
2017
Q1 | $79K | Buy |
3,854
+2
| +0.1% | +$41 | 0.06% | 152 |
|
|
2016
Q4 | $79K | Hold |
3,852
| – | – | 0.06% | 147 |
|
|
2016
Q3 | $82K | Hold |
3,852
| – | – | 0.06% | 137 |
|
|
2016
Q2 | $84K | Buy |
+3,852
| New | +$84K | 0.06% | 132 |
|