Retirement 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $732K | Sell |
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|
2023
Q4 | $927K | Sell |
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|
2023
Q3 | $825K | Sell |
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|
2023
Q2 | $929K | Buy |
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|
2023
Q1 | $906K | Buy |
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|
2022
Q4 | $889K | Buy |
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|
2022
Q3 | $682K | Buy |
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|
2022
Q2 | $749K | Buy |
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|
2022
Q1 | $459K | Buy |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $417K | Buy |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $325K | Buy |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $286K | Sell |
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|
2020
Q2 | $357K | Buy |
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|
2019
Q4 | $375K | Buy |
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