Moneywise Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-53,760
| Closed | -$951K | – | 48 |
|
|
2020
Q3 | $951K | Sell |
53,760
-28,320
| -35% | -$501K | 0.76% | 27 |
|
|
2020
Q2 | $1.45M | Sell |
82,080
-167,006
| -67% | -$2.94M | 1.16% | 24 |
|
|
2020
Q1 | $4.08M | Sell |
249,086
-70,802
| -22% | -$1.16M | 3.59% | 9 |
|
|
2019
Q4 | $7.55M | Sell |
319,888
-9,834
| -3% | -$232K | 5.68% | 7 |
|
|
2019
Q3 | $7.78M | Sell |
329,722
-7,024
| -2% | -$166K | 6.28% | 5 |
|
|
2019
Q2 | $7.48M | Sell |
336,746
-19,162
| -5% | -$426K | 5.71% | 6 |
|
|
2019
Q1 | $6.81M | Buy |
355,908
+5,694
| +2% | +$109K | 5.83% | 5 |
|
|
2018
Q4 | $6.74M | Sell |
350,214
-2,474
| -0.7% | -$47.6K | 6.4% | 5 |
|
|
2018
Q3 | $7.36M | Sell |
352,688
-13,344
| -4% | -$278K | 6.23% | 5 |
|
|
2018
Q2 | $7.65M | Sell |
366,032
-338
| -0.1% | -$7.06K | 6.54% | 5 |
|
|
2018
Q1 | $7.01M | Sell |
366,370
-28,352
| -7% | -$542K | 5.82% | 5 |
|
|
2017
Q4 | $8.21M | Buy |
394,722
+11,936
| +3% | +$248K | 6.15% | 5 |
|
|
2017
Q3 | $7.87M | Buy |
382,786
+19,050
| +5% | +$392K | 6.22% | 6 |
|
|
2017
Q2 | $7.5M | Buy |
363,736
+15,148
| +4% | +$312K | 6.38% | 6 |
|
|
2017
Q1 | $7.11M | Buy |
348,588
+26,374
| +8% | +$538K | 6.44% | 6 |
|
|
2016
Q4 | $6.61M | Buy |
322,214
+32,478
| +11% | +$666K | 6.56% | 6 |
|
|
2016
Q3 | $6.18M | Buy |
+289,736
| New | +$6.18M | 6.53% | 6 |
|