One Capital 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
2024
Q3
Sell
2024
Q2
$394K Buy
2019
Q4
Sell
2019
Q3
$581K Buy
2019
Q2
$454K Buy
2019
Q1
$439K Sell
2018
Q4
$395K Sell
2018
Q3
$480K Buy
2018
Q2
$463K Buy
2018
Q1
$379K Buy
2017
Q4
$362K Sell
2017
Q3
$378K Buy
2015
Q3
Sell
2015
Q2
$321K Buy
2015
Q1
$330K Buy
2014
Q4
$289K Buy
2014
Q3
$218K Buy
2014
Q2
$218K Buy