SSWM
Sheets Smith Wealth Management’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-800
| Closed | -$14.2K | – | 463 |
|
|
2023
Q3 | $14.2K | Buy |
+800
| New | +$14.2K | ﹤0.01% | 441 |
|
|
2013
Q4 | – | Sell |
-25,791
| Closed | -$797K | – | 273 |
|
|
2013
Q3 | $797K | Hold |
25,791
| – | – | 0.26% | 103 |
|
|
2013
Q2 | $827K | Buy |
+25,791
| New | +$827K | 0.28% | 96 |
|