Personal Capital Advisors’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
Q4 | $2.06M | Buy |
106,744
+30,740
| +40% | +$593K | 0.01% | 212 |
|
|
2022
Q3 | $1.42M | Buy |
76,004
+5,106
| +7% | +$95.5K | 0.01% | 223 |
|
|
2022
Q2 | $1.5M | Buy |
70,898
+1,878
| +3% | +$39.6K | 0.01% | 219 |
|
|
2022
Q1 | $1.72M | Sell |
69,020
-5,944
| -8% | -$148K | 0.01% | 225 |
|
|
2021
Q4 | $1.89M | Sell |
74,964
-1,398
| -2% | -$35.3K | 0.01% | 231 |
|
|
2021
Q3 | $1.74M | Buy |
76,362
+5,350
| +8% | +$122K | 0.01% | 229 |
|
|
2021
Q2 | $1.63M | Sell |
71,012
-8,518
| -11% | -$195K | 0.01% | 231 |
|
|
2021
Q1 | $1.63M | Buy |
79,530
+2,798
| +4% | +$57.5K | 0.01% | 231 |
|
|
2020
Q4 | $1.46M | Buy |
76,732
+28,300
| +58% | +$537K | 0.01% | 235 |
|
|
2020
Q3 | $857K | Sell |
48,432
-21,998
| -31% | -$389K | 0.01% | 255 |
|
|
2020
Q2 | $1.24M | Buy |
70,430
+55,592
| +375% | +$979K | 0.01% | 221 |
|
|
2020
Q1 | $23.8M | Buy |
+14,838
| New | +$23.8M | 0.23% | 96 |
|
|
2017
Q2 | – | Sell |
-10,410
| Closed | -$210K | – | 232 |
|
|
2017
Q1 | $210K | Buy |
+10,410
| New | +$210K | 0.01% | 203 |
|