Pathstone Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-177,000
| Closed | -$4.41M | – | 1118 |
|
|
2022
Q1 | $4.41M | Hold |
177,000
| – | – | 0.1% | 93 |
|
|
2021
Q4 | $4.66M | Hold |
177,000
| – | – | 0.12% | 92 |
|
|
2021
Q3 | $4.04M | Sell |
177,000
-4,000
| -2% | -$91.4K | 0.12% | 88 |
|
|
2021
Q2 | $4.14M | Hold |
181,000
| – | – | 0.12% | 87 |
|
|
2021
Q1 | $3.72M | Hold |
181,000
| – | – | 0.13% | 83 |
|
|
2020
Q4 | $3.44M | Hold |
181,000
| – | – | 0.14% | 64 |
|
|
2020
Q3 | $3.2M | Hold |
181,000
| – | – | 0.35% | 45 |
|
|
2020
Q2 | $3.19M | Hold |
181,000
| – | – | 0.38% | 43 |
|
|
2020
Q1 | $2.96M | Buy |
+181,000
| New | +$2.96M | 0.42% | 45 |
|