Royal Fund Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-200
| Closed | -$3K | – | 483 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 464 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 504 |
|
|
2019
Q3 | $4K | Sell |
200
-1,650
| -89% | -$33K | ﹤0.01% | 470 |
|
|
2019
Q2 | $41K | Buy |
1,850
+1,646
| +807% | +$36.5K | 0.01% | 248 |
|
|
2019
Q1 | $4K | Buy |
204
+4
| +2% | +$78 | ﹤0.01% | 459 |
|
|
2018
Q4 | $3K | Sell |
200
-1,090
| -84% | -$16.4K | ﹤0.01% | 460 |
|
|
2018
Q3 | $26K | Buy |
1,290
+1,090
| +545% | +$22K | 0.01% | 249 |
|
|
2018
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2018
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 527 |
|
|
2017
Q3 | $4K | Hold |
200
| – | – | ﹤0.01% | 378 |
|
|
2017
Q2 | $4K | Hold |
200
| – | – | ﹤0.01% | 341 |
|
|
2017
Q1 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 334 |
|