Sequoia Financial Advisors’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
Q1 | – | Sell |
-15,252
| Closed | -$316K | – | 1248 |
|
|
2023
Q4 | $316K | Buy |
15,252
+1,992
| +15% | +$41.3K | ﹤0.01% | 905 |
|
|
2023
Q3 | $235K | Sell |
13,260
-2,417
| -15% | -$42.9K | ﹤0.01% | 783 |
|
|
2023
Q2 | $306K | Buy |
+15,677
| New | +$306K | 0.01% | 686 |
|
|
2022
Q2 | – | Sell |
-8,687
| Closed | -$216K | – | 665 |
|
|
2022
Q1 | $216K | Buy |
+8,687
| New | +$216K | 0.01% | 601 |
|
|
2021
Q1 | – | Sell |
-11,472
| Closed | -$218K | – | 462 |
|
|
2020
Q4 | $218K | Sell |
11,472
-2,168
| -16% | -$41.2K | 0.01% | 378 |
|
|
2020
Q3 | $241K | Buy |
13,640
+10
| +0.1% | +$177 | 0.01% | 337 |
|
|
2020
Q2 | $240K | Buy |
13,630
+10
| +0.1% | +$176 | 0.01% | 322 |
|
|
2020
Q1 | $223K | Buy |
13,620
+1,364
| +11% | +$22.3K | 0.02% | 315 |
|
|
2019
Q4 | $282K | Sell |
12,256
-2,816
| -19% | -$64.8K | 0.02% | 307 |
|
|
2019
Q3 | $355K | Buy |
15,072
+2,854
| +23% | +$67.2K | 0.03% | 253 |
|
|
2019
Q2 | $271K | Hold |
12,218
| – | – | 0.02% | 293 |
|
|
2019
Q1 | $271K | Buy |
12,218
+1,428
| +13% | +$31.7K | 0.02% | 290 |
|
|
2018
Q4 | $208K | Sell |
10,790
-276
| -2% | -$5.32K | 0.02% | 267 |
|
|
2018
Q3 | $231K | Buy |
11,066
+276
| +3% | +$5.76K | 0.02% | 276 |
|
|
2018
Q2 | $225K | Buy |
+10,790
| New | +$225K | 0.02% | 276 |
|