San Francisco Sentry Investment Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-1,744
| Closed | -$34K | – | 1033 |
|
|
2018
Q4 | $34K | Hold |
1,744
| – | – | 0.02% | 401 |
|
|
2018
Q3 | $36K | Sell |
1,744
-1,310
| -43% | -$27K | 0.01% | 422 |
|
|
2018
Q2 | $64K | Hold |
3,054
| – | – | 0.03% | 366 |
|
|
2018
Q1 | $58K | Hold |
3,054
| – | – | 0.02% | 434 |
|
|
2017
Q4 | $64K | Hold |
3,054
| – | – | 0.02% | 412 |
|
|
2017
Q3 | $63K | Hold |
3,054
| – | – | 0.02% | 394 |
|
|
2017
Q2 | $63K | Buy |
+3,054
| New | +$63K | 0.02% | 336 |
|