RHS Financial’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
Q1 | – | Sell |
-26,621
| Closed | -$514K | – | 93 |
|
|
2022
Q4 | $514K | Sell |
26,621
-16,628
| -38% | -$321K | 0.41% | 57 |
|
|
2022
Q3 | $808K | Buy |
43,249
+33,779
| +357% | +$631K | 0.72% | 37 |
|
|
2022
Q2 | $200K | Sell |
9,470
-805
| -8% | -$17K | 0.16% | 79 |
|
|
2022
Q1 | $256K | Buy |
+10,275
| New | +$256K | 0.19% | 66 |
|
|
2021
Q2 | – | Sell |
-19,558
| Closed | -$402K | – | 82 |
|
|
2021
Q1 | $402K | Sell |
19,558
-38,648
| -66% | -$794K | 0.34% | 52 |
|
|
2020
Q4 | $1.11M | Buy |
58,206
+33,164
| +132% | +$630K | 0.95% | 32 |
|
|
2020
Q3 | $443K | Buy |
+25,042
| New | +$443K | 0.45% | 50 |
|
|
2020
Q1 | – | Sell |
-29,452
| Closed | -$677K | – | 71 |
|
|
2019
Q4 | $677K | Sell |
29,452
-14,862
| -34% | -$342K | 0.71% | 36 |
|
|
2019
Q3 | $1.05M | Sell |
44,314
-35,366
| -44% | -$834K | 1.23% | 27 |
|
|
2019
Q2 | $1.77M | Sell |
79,680
-8,748
| -10% | -$194K | 2.22% | 15 |
|
|
2019
Q1 | $1.96M | Buy |
88,428
+4,304
| +5% | +$95.6K | 2.54% | 13 |
|
|
2018
Q4 | $1.62M | Buy |
+84,124
| New | +$1.62M | 2.34% | 16 |
|