PS
Portfolio Solutions’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $213K | Sell |
11,384
-1,648
| -13% | -$30.8K | 0.03% | 53 |
|
|
2022
Q2 | $275K | Sell |
13,032
-143
| -1% | -$3.02K | 0.04% | 45 |
|
|
2022
Q1 | $328K | Buy |
13,175
+6,477
| +97% | +$161K | 0.04% | 38 |
|
|
2021
Q4 | $353K | Hold |
6,698
| – | – | 0.04% | 31 |
|
|
2021
Q3 | $306K | Sell |
6,698
-146
| -2% | -$6.67K | 0.04% | 34 |
|
|
2021
Q2 | $328K | Hold |
6,844
| – | – | 0.04% | 37 |
|
|
2021
Q1 | $281K | Hold |
6,844
| – | – | 0.03% | 37 |
|
|
2020
Q4 | $260K | Sell |
6,844
-1,666
| -20% | -$63.3K | 0.03% | 34 |
|
|
2020
Q3 | $301K | Sell |
8,510
-567
| -6% | -$20.1K | 0.04% | 44 |
|
|
2020
Q2 | $320K | Buy |
9,077
+2,215
| +32% | +$78.1K | 0.05% | 39 |
|
|
2020
Q1 | $225K | Buy |
+6,862
| New | +$225K | 0.04% | 44 |
|
|
2019
Q3 | – | Sell |
-6,741
| Closed | -$300K | – | 36 |
|
|
2019
Q2 | $300K | Hold |
6,741
| – | – | 0.04% | 27 |
|
|
2019
Q1 | $300K | Hold |
6,741
| – | – | 0.04% | 30 |
|
|
2018
Q4 | $260K | Buy |
+6,741
| New | +$260K | 0.04% | 37 |
|
|
2018
Q2 | – | Sell |
-789
| Closed | -$30K | – | 151 |
|
|
2018
Q1 | $30K | Buy |
+789
| New | +$30K | ﹤0.01% | 87 |
|