Personal Capital Advisors’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
Q4
$2.06M Buy
2022
Q3
$1.42M Buy
2022
Q2
$1.5M Buy
2022
Q1
$1.72M Sell
2021
Q4
$1.89M Sell
2021
Q3
$1.74M Buy
2021
Q2
$1.63M Sell
2021
Q1
$1.63M Buy
2020
Q4
$1.46M Buy
2020
Q3
$857K Sell
2020
Q2
$1.24M Buy
2020
Q1
$23.8M Buy
2017
Q2
Sell
2017
Q1
$210K Buy