Pinnacle Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $3.04M | Buy |
148,106
+14,326
| +11% | +$294K | 0.14% | 65 |
|
|
2020
Q4 | $2.54M | Buy |
133,780
+14,116
| +12% | +$268K | 0.15% | 61 |
|
|
2020
Q3 | $2.12M | Buy |
119,664
+28,168
| +31% | +$498K | 0.14% | 62 |
|
|
2020
Q2 | $1.61M | Buy |
91,496
+7,588
| +9% | +$134K | 0.11% | 72 |
|
|
2020
Q1 | $1.37M | Buy |
83,908
+9,948
| +13% | +$163K | 0.13% | 63 |
|
|
2019
Q4 | $1.7M | Buy |
73,960
+6,460
| +10% | +$148K | 0.11% | 64 |
|
|
2019
Q3 | $1.59M | Buy |
67,500
+738
| +1% | +$17.4K | 0.11% | 61 |
|
|
2019
Q2 | $1.48M | Sell |
66,762
-2,622
| -4% | -$58.2K | 0.1% | 71 |
|
|
2019
Q1 | $1.54M | Buy |
69,384
+1,870
| +3% | +$41.5K | 0.11% | 60 |
|
|
2018
Q4 | $1.3M | Buy |
67,514
+2,054
| +3% | +$39.6K | 0.1% | 65 |
|
|
2018
Q3 | $1.37M | Buy |
65,460
+788
| +1% | +$16.4K | 0.09% | 61 |
|
|
2018
Q2 | $1.35M | Buy |
64,672
+1,462
| +2% | +$30.5K | 0.08% | 57 |
|
|
2018
Q1 | $1.21M | Buy |
63,210
+5,236
| +9% | +$100K | 0.07% | 68 |
|
|
2017
Q4 | $1.21M | Buy |
57,974
+7,734
| +15% | +$161K | 0.07% | 72 |
|
|
2017
Q3 | $1.03M | Buy |
50,240
+2,438
| +5% | +$50.1K | 0.06% | 73 |
|
|
2017
Q2 | $985K | Buy |
47,802
+2,218
| +5% | +$45.7K | 0.06% | 76 |
|
|
2017
Q1 | $929K | Buy |
45,584
+18,268
| +67% | +$372K | 0.06% | 74 |
|
|
2016
Q4 | $561K | Buy |
+27,316
| New | +$561K | 0.04% | 101 |
|
|
2016
Q3 | – | Sell |
-14,804
| Closed | -$321K | – | 143 |
|
|
2016
Q2 | $321K | Sell |
14,804
-754
| -5% | -$16.3K | 0.02% | 98 |
|
|
2016
Q1 | $322K | Sell |
15,558
-304
| -2% | -$6.29K | 0.03% | 78 |
|
|
2015
Q4 | $314K | Buy |
+15,862
| New | +$314K | 0.03% | 77 |
|