SJS Investment Consulting’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 |
-1
| Closed | -$18 | – | 1643 |
|
|
2023
Q3 | $18 | Sell |
1
-2,221
| -100% | -$40K | ﹤0.01% | 1619 |
|
|
2023
Q2 | $43.4K | Sell |
2,222
-1,191
| -35% | -$23.3K | 0.01% | 162 |
|
|
2023
Q1 | $66.6K | Sell |
3,413
-2,986
| -47% | -$58.2K | 0.02% | 131 |
|
|
2022
Q4 | $123K | Sell |
6,399
-5,298
| -45% | -$102K | 0.04% | 102 |
|
|
2022
Q3 | $219K | Buy |
+11,697
| New | +$219K | 0.07% | 69 |
|
|
2022
Q1 | $492K | Buy |
19,773
+2,441
| +14% | +$60.7K | 0.15% | 46 |
|
|
2021
Q4 | $457K | Buy |
+17,332
| New | +$457K | 0.14% | 48 |
|