RG
Retirement Group’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $732K | Sell |
36,062
-8,717
| -19% | -$177K | 0.26% | 54 |
|
|
2023
Q4 | $927K | Sell |
44,779
-1,696
| -4% | -$35.1K | 0.37% | 39 |
|
|
2023
Q3 | $825K | Sell |
46,475
-1,111
| -2% | -$19.7K | 0.34% | 43 |
|
|
2023
Q2 | $929K | Buy |
47,586
+1,114
| +2% | +$21.8K | 0.39% | 41 |
|
|
2023
Q1 | $906K | Buy |
46,472
+378
| +0.8% | +$7.37K | 0.41% | 40 |
|
|
2022
Q4 | $889K | Buy |
46,094
+9,604
| +26% | +$185K | 0.43% | 41 |
|
|
2022
Q3 | $682K | Buy |
36,490
+981
| +3% | +$18.3K | 0.55% | 30 |
|
|
2022
Q2 | $749K | Buy |
35,509
+17,067
| +93% | +$360K | 0.31% | 51 |
|
|
2022
Q1 | $459K | Buy |
18,442
+9,309
| +102% | +$232K | 0.18% | 64 |
|
|
2021
Q4 | $481K | Buy |
9,133
+3
| +0% | +$158 | 0.21% | 67 |
|
|
2021
Q3 | $417K | Buy |
9,130
+203
| +2% | +$9.27K | 0.19% | 80 |
|
|
2021
Q2 | $409K | Buy |
8,927
+1,006
| +13% | +$46.1K | 0.2% | 72 |
|
|
2021
Q1 | $325K | Buy |
7,921
+687
| +9% | +$28.2K | 0.15% | 93 |
|
|
2020
Q4 | $274K | Sell |
7,234
-860
| -11% | -$32.6K | 0.13% | 103 |
|
|
2020
Q3 | $286K | Sell |
8,094
-2,040
| -20% | -$72.1K | 0.16% | 100 |
|
|
2020
Q2 | $357K | Buy |
+10,134
| New | +$357K | 0.22% | 77 |
|
|
2019
Q4 | $375K | Buy |
+8,165
| New | +$375K | 0.24% | 73 |
|