Relaxing Retirement Coach’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 | – | Sell |
-25,094
| Closed | -$476K | – | 46 |
|
|
2020
Q4 | $476K | Sell |
25,094
-158,762
| -86% | -$3.01M | 0.52% | 37 |
|
|
2020
Q3 | $3.24M | Buy |
183,856
+29,104
| +19% | +$514K | 1.42% | 30 |
|
|
2020
Q2 | $2.73M | Sell |
154,752
-81,778
| -35% | -$1.44M | 1.92% | 26 |
|
|
2020
Q1 | $3.87M | Sell |
236,530
-237,268
| -50% | -$3.88M | 2.38% | 19 |
|
|
2019
Q4 | $10.9M | Sell |
473,798
-4,120
| -0.9% | -$94.7K | 3.18% | 17 |
|
|
2019
Q3 | $11.3M | Sell |
477,918
-4,450
| -0.9% | -$105K | 3.48% | 12 |
|
|
2019
Q2 | $10.7M | Buy |
482,368
+4,668
| +1% | +$104K | 3.27% | 14 |
|
|
2019
Q1 | $10.6M | Buy |
477,700
+10,998
| +2% | +$244K | 3.31% | 14 |
|
|
2018
Q4 | $8.98M | Buy |
466,702
+98
| +0% | +$1.89K | 3.04% | 15 |
|
|
2018
Q3 | $9.74M | Buy |
466,604
+24,542
| +6% | +$512K | 2.92% | 16 |
|
|
2018
Q2 | $9.23M | Buy |
442,062
+129,272
| +41% | +$2.7M | 2.85% | 16 |
|
|
2018
Q1 | $5.97M | Buy |
312,790
+137,522
| +78% | +$2.63M | 1.89% | 23 |
|
|
2017
Q4 | $3.65M | Buy |
+175,268
| New | +$3.65M | 1.19% | 32 |
|