Simplicity Solutions’s Schwab US REIT ETF SCHH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-25,110
| Closed | -$477K | – | 887 |
|
|
2020
Q4 | $477K | Buy |
+25,110
| New | +$477K | 0.01% | 698 |
|
|
2020
Q3 | – | Sell |
-17,014
| Closed | -$300K | – | 937 |
|
|
2020
Q2 | $300K | Buy |
+17,014
| New | +$300K | 0.01% | 728 |
|
|
2020
Q1 | – | Sell |
-26,980
| Closed | -$620K | – | 878 |
|
|
2019
Q4 | $620K | Buy |
26,980
+714
| +3% | +$16.4K | 0.02% | 490 |
|
|
2019
Q3 | $620K | Buy |
26,266
+2,344
| +10% | +$55.3K | 0.03% | 382 |
|
|
2019
Q2 | $532K | Sell |
23,922
-5,786
| -19% | -$129K | 0.02% | 347 |
|
|
2019
Q1 | $660K | Buy |
+29,708
| New | +$660K | 0.04% | 334 |
|
|
2018
Q4 | – | Sell |
-35,094
| Closed | -$732K | – | 764 |
|
|
2018
Q3 | $732K | Buy |
35,094
+12
| +0% | +$250 | 0.04% | 203 |
|
|
2018
Q2 | $733K | Buy |
35,082
+12,448
| +55% | +$260K | 0.05% | 201 |
|
|
2018
Q1 | $433K | Buy |
22,634
+1,658
| +8% | +$31.7K | 0.04% | 224 |
|
|
2017
Q4 | $437K | Buy |
+20,976
| New | +$437K | 0.04% | 233 |
|
|
2016
Q1 | – | Sell |
-47,230
| Closed | -$936K | – | 457 |
|
|
2015
Q4 | $936K | Buy |
+47,230
| New | +$936K | 0.11% | 267 |
|