Next Financial Group’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $820K | Sell |
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|
2021
Q3 | $727K | Buy |
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|
2021
Q2 | $292K | Buy |
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|
2021
Q1 | $255K | Buy |
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|
2020
Q4 | $180K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $134K | Buy |
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|
2019
Q4 | $178K | Sell |
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|
2019
Q3 | $345K | Sell |
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|
2019
Q2 | $385K | Sell |
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|
2019
Q1 | $502K | Buy |
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|
2018
Q4 | $288K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $242K | Sell |
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|
2018
Q1 | $271K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $18K | Sell |
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|
2017
Q2 | $196K | Buy |
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|
2017
Q1 | $27K | Sell |
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|
2016
Q4 | $31K | Sell |
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|
2016
Q3 | $37K | Sell |
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|
2016
Q2 | $702K | Sell |
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|
2016
Q1 | $689K | Buy |
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|
2015
Q4 | $267K | Buy |
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|
2015
Q3 | $15K | Hold |
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|
2015
Q2 | $15K | Hold |
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|
2015
Q1 | $16K | Hold |
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|
2014
Q4 | $16K | Buy |
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