Phillips Financial Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-22,158
| Closed | -$427K | – | 80 |
|
|
2018
Q4 | $427K | Hold |
22,158
| – | – | 0.09% | 74 |
|
|
2018
Q3 | $458K | Sell |
22,158
-286
| -1% | -$5.91K | 0.09% | 66 |
|
|
2018
Q2 | $465K | Sell |
22,444
-44
| -0.2% | -$912 | 0.1% | 65 |
|
|
2018
Q1 | $429K | Sell |
22,488
-156
| -0.7% | -$2.98K | 0.09% | 67 |
|
|
2017
Q4 | $460K | Buy |
22,644
+1,254
| +6% | +$25.5K | 0.1% | 64 |
|
|
2017
Q3 | $440K | Buy |
21,390
+1,074
| +5% | +$22.1K | 0.1% | 67 |
|
|
2017
Q2 | $420K | Buy |
+20,316
| New | +$420K | 0.1% | 65 |
|