Red Cedar Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $47K | Hold |
2,434
| – | – | 0.03% | 95 |
|
|
2022
Q3 | $45K | Hold |
2,434
| – | – | 0.03% | 95 |
|
|
2022
Q2 | $51K | Hold |
2,434
| – | – | 0.03% | 94 |
|
|
2022
Q1 | $61K | Buy |
+2,434
| New | +$61K | 0.04% | 91 |
|
|
2021
Q2 | – | Sell |
-2,434
| Closed | -$50K | – | 156 |
|
|
2021
Q1 | $50K | Hold |
2,434
| – | – | 0.03% | 89 |
|
|
2020
Q4 | $46K | Hold |
2,434
| – | – | 0.03% | 85 |
|
|
2020
Q3 | $43K | Hold |
2,434
| – | – | 0.04% | 86 |
|
|
2020
Q2 | $43K | Buy |
2,434
+16
| +0.7% | +$283 | 0.04% | 87 |
|
|
2020
Q1 | $40K | Buy |
2,418
+8
| +0.3% | +$132 | 0.04% | 87 |
|
|
2019
Q4 | $55K | Buy |
2,410
+46
| +2% | +$1.05K | 0.04% | 88 |
|
|
2019
Q3 | $56K | Buy |
2,364
+16
| +0.7% | +$379 | 0.05% | 87 |
|
|
2019
Q2 | $52K | Hold |
2,348
| – | – | 0.04% | 92 |
|
|
2019
Q1 | $52K | Buy |
2,348
+8
| +0.3% | +$177 | 0.04% | 91 |
|
|
2018
Q4 | $45K | Buy |
2,340
+46
| +2% | +$885 | 0.04% | 92 |
|
|
2018
Q3 | $48K | Buy |
2,294
+122
| +6% | +$2.55K | 0.04% | 90 |
|
|
2018
Q2 | $45K | Hold |
2,172
| – | – | 0.04% | 91 |
|
|
2018
Q1 | $41K | Hold |
2,172
| – | – | 0.04% | 95 |
|
|
2017
Q4 | $45K | Buy |
+2,172
| New | +$45K | 0.04% | 91 |
|