North Star Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
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|
2021
Q4 | $204K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $388K | Sell |
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|
2019
Q3 | $408K | Sell |
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|
2019
Q2 | $413K | Hold |
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|
2019
Q1 | $413K | Sell |
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|
2018
Q4 | $364K | Sell |
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|
2018
Q3 | $440K | Sell |
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|
2018
Q2 | $452K | Buy |
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|
2018
Q1 | $407K | Sell |
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|
2017
Q4 | $540K | Sell |
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|
2017
Q3 | $584K | Sell |
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|
2017
Q2 | $587K | Sell |
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|
2017
Q1 | $591K | Sell |
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|
2016
Q4 | $637K | Sell |
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|
2016
Q3 | $680K | Sell |
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|
2016
Q2 | $757K | Sell |
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|
2016
Q1 | $738K | Sell |
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|
2015
Q4 | $780K | Sell |
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|
2015
Q3 | $759K | Sell |
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|
2015
Q2 | $751K | Sell |
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|
2015
Q1 | $1.05M | Sell |
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|
2014
Q4 | $1.72M | Sell |
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|
2014
Q3 | $1.76M | Sell |
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|
2014
Q2 | $3.06M | Sell |
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|
2014
Q1 | $3.04M | Sell |
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|
2013
Q4 | $2.88M | Buy |
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|
2013
Q3 | $2.89M | Buy |
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|
2013
Q2 | $2.76M | Buy |
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