Shearwater Capital’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
Q4 | – | Sell |
-8,698
| Closed | -$202K | – | 47 |
|
|
2024
Q3 | $202K | Buy |
+8,698
| New | +$202K | 0.14% | 47 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$211K | – | 36 |
|
|
2022
Q2 | $211K | Sell |
1,498
-14
| -0.9% | -$1.97K | 0.23% | 34 |
|
|
2022
Q1 | $248K | Sell |
1,512
-482
| -24% | -$79.1K | 0.23% | 37 |
|
|
2021
Q4 | $288K | Buy |
+1,994
| New | +$288K | 0.25% | 31 |
|