ProVise Management Group’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
Q3 | – | Sell |
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|
2022
Q2 | $804K | Buy |
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|
2022
Q1 | $875K | Buy |
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|
2021
Q4 | $853K | Buy |
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|
2021
Q3 | $227K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $292K | Sell |
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|
2019
Q4 | $650K | Buy |
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|
2019
Q3 | $646K | Sell |
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|
2019
Q2 | $2.56M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $883K | Buy |
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|
2018
Q3 | $824K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $3.15M | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $1.46M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.46M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $2.05M | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $2.36M | Sell |
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|
2014
Q2 | $2.53M | Buy |
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|
2014
Q1 | $850K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $2.33M | Buy |
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