Rainsberger Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $253K | Buy |
12,213
+82
| +0.7% | +$1.7K | 0.14% | 68 |
|
|
2023
Q3 | $215K | Buy |
12,131
+56
| +0.5% | +$994 | 0.13% | 68 |
|
|
2023
Q2 | $236K | Sell |
12,075
-2,176
| -15% | -$42.5K | 0.14% | 66 |
|
|
2023
Q1 | $278K | Buy |
14,251
+29
| +0.2% | +$565 | 0.16% | 73 |
|
|
2022
Q4 | $274K | Sell |
14,222
-11,553
| -45% | -$223K | 0.17% | 71 |
|
|
2022
Q3 | $482K | Sell |
25,775
-19,298
| -43% | -$361K | 0.33% | 59 |
|
|
2022
Q2 | $951K | Sell |
45,073
-7,059
| -14% | -$149K | 0.7% | 37 |
|
|
2022
Q1 | $1.3M | Sell |
52,132
-6,852
| -12% | -$171K | 0.83% | 36 |
|
|
2021
Q4 | $1.55M | Buy |
+58,984
| New | +$1.55M | 0.91% | 34 |
|