Money Concepts Capital’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
Q2 | – | Sell |
-10,854
| Closed | -$151K | – | 456 |
|
|
2023
Q1 | $151K | Buy |
10,854
+7,262
| +202% | +$101K | 0.01% | 422 |
|
|
2022
Q4 | $69.3K | Buy |
3,592
+1,958
| +120% | +$37.8K | ﹤0.01% | 1126 |
|
|
2022
Q3 | $31K | Hold |
1,634
| – | – | ﹤0.01% | 817 |
|
|
2022
Q2 | $35K | Sell |
1,634
-1,490
| -48% | -$31.9K | ﹤0.01% | 766 |
|
|
2022
Q1 | $78K | Buy |
3,124
+1,452
| +87% | +$36.3K | ﹤0.01% | 1076 |
|
|
2021
Q4 | $44K | Buy |
+1,672
| New | +$44K | ﹤0.01% | 607 |
|
|
2021
Q1 | $34K | Sell |
1,672
-566
| -25% | -$11.5K | ﹤0.01% | 597 |
|
|
2020
Q4 | $42K | Buy |
+2,238
| New | +$42K | ﹤0.01% | 533 |
|