Sculati Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-19,205
| Closed | -$384K | – | 112 |
|
|
2024
Q2 | $384K | Sell |
19,205
-18,606
| -49% | -$372K | 0.16% | 83 |
|
|
2024
Q1 | $768K | Sell |
37,811
-3,840
| -9% | -$78K | 0.33% | 67 |
|
|
2023
Q4 | $863K | Sell |
41,651
-406
| -1% | -$8.41K | 0.4% | 63 |
|
|
2023
Q3 | $747K | Sell |
42,057
-1,351
| -3% | -$24K | 0.38% | 67 |
|
|
2023
Q2 | $848K | Sell |
43,408
-8,695
| -17% | -$170K | 0.43% | 64 |
|
|
2023
Q1 | $1.02M | Sell |
52,103
-2,332
| -4% | -$45.5K | 0.54% | 61 |
|
|
2022
Q4 | $1.05M | Sell |
54,435
-2,259
| -4% | -$43.6K | 0.59% | 61 |
|
|
2022
Q3 | $1.06M | Sell |
56,694
-2,069
| -4% | -$38.7K | 0.63% | 55 |
|
|
2022
Q2 | $1.24M | Sell |
58,763
-3,951
| -6% | -$83.3K | 0.71% | 53 |
|
|
2022
Q1 | $1.56M | Sell |
62,714
-2,454
| -4% | -$61.1K | 0.76% | 46 |
|
|
2021
Q4 | $1.72M | Sell |
65,168
-726
| -1% | -$19.1K | 0.83% | 38 |
|
|
2021
Q3 | $1.51M | Sell |
65,894
-1,416
| -2% | -$32.3K | 0.8% | 39 |
|
|
2021
Q2 | $1.54M | Sell |
67,310
-3,776
| -5% | -$86.4K | 0.82% | 40 |
|
|
2021
Q1 | $1.46M | Sell |
71,086
-4,534
| -6% | -$93.1K | 0.84% | 40 |
|
|
2020
Q4 | $1.44M | Sell |
75,620
-2,774
| -4% | -$52.7K | 0.94% | 37 |
|
|
2020
Q3 | $1.39M | Sell |
78,394
-1,766
| -2% | -$31.2K | 1.04% | 33 |
|
|
2020
Q2 | $1.41M | Buy |
80,160
+2,762
| +4% | +$48.7K | 1.19% | 29 |
|
|
2020
Q1 | $1.27M | Buy |
77,398
+672
| +0.9% | +$11K | 1.39% | 25 |
|
|
2019
Q4 | $1.76M | Buy |
+76,726
| New | +$1.76M | 1.58% | 14 |
|