McClarren Financial Advisors’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
Q1 | – | Sell |
-2,998
| Closed | -$62K | – | 412 |
|
|
2023
Q4 | $62K | Buy |
2,998
+35
| +1% | +$724 | 0.05% | 139 |
|
|
2023
Q3 | $52K | Buy |
2,963
+23
| +0.8% | +$404 | 0.05% | 142 |
|
|
2023
Q2 | $57K | Buy |
2,940
+31
| +1% | +$601 | 0.05% | 144 |
|
|
2023
Q1 | $54K | Buy |
2,909
+468
| +19% | +$8.69K | 0.05% | 135 |
|
|
2022
Q4 | $47K | Buy |
2,441
+20
| +0.8% | +$385 | 0.04% | 154 |
|
|
2022
Q3 | $45K | Buy |
+2,421
| New | +$45K | 0.04% | 136 |
|
|
2022
Q2 | – | Sell |
-2,387
| Closed | -$59K | – | 219 |
|
|
2022
Q1 | $59K | Buy |
2,387
+1
| +0% | +$25 | 0.04% | 114 |
|
|
2021
Q4 | $63K | Buy |
2,386
+18
| +0.8% | +$475 | 0.04% | 124 |
|
|
2021
Q3 | $54K | Buy |
2,368
+142
| +6% | +$3.24K | 0.04% | 111 |
|
|
2021
Q2 | $50K | Buy |
2,226
+8
| +0.4% | +$180 | 0.04% | 114 |
|
|
2021
Q1 | $46K | Buy |
2,218
+4
| +0.2% | +$83 | 0.04% | 114 |
|
|
2020
Q4 | $42K | Buy |
+2,214
| New | +$42K | 0.04% | 107 |
|