RDFA
Ritter Daniher Financial Advisory’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-23
| Closed | -$410 | – | 366 |
|
|
2023
Q3 | $410 | Hold |
23
| – | – | ﹤0.01% | 346 |
|
|
2023
Q2 | $448 | Sell |
23
-251
| -92% | -$4.89K | ﹤0.01% | 314 |
|
|
2023
Q1 | $5.34K | Buy |
274
+251
| +1,091% | +$4.89K | ﹤0.01% | 231 |
|
|
2022
Q4 | $435 | Buy |
+23
| New | +$435 | ﹤0.01% | 275 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 255 |
|
|
2022
Q2 | $1K | Buy |
26
+4
| +18% | +$154 | ﹤0.01% | 238 |
|
|
2022
Q1 | $1K | Sell |
22
-14
| -39% | -$636 | ﹤0.01% | 239 |
|
|
2021
Q4 | $2K | Buy |
36
+25
| +227% | +$1.39K | ﹤0.01% | 220 |
|
|
2021
Q3 | $1K | Hold |
11
| – | – | ﹤0.01% | 206 |
|
|
2021
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 201 |
|
|
2021
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 198 |
|
|
2020
Q4 | $0 | Buy |
+11
| New | – | ﹤0.01% | 187 |
|