Stokes Capital Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
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|
2023
Q3 | $233K | Buy |
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|
2023
Q2 | $236K | Sell |
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|
2023
Q1 | $488K | Sell |
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|
2022
Q4 | $543K | Sell |
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|
2022
Q3 | $694K | Sell |
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|
2022
Q2 | $819K | Sell |
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|
2022
Q1 | $1.25M | Sell |
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.27M | Buy |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.1M | Buy |
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|
2020
Q4 | $900K | Sell |
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|
2020
Q3 | $868K | Buy |
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|
2020
Q2 | $815K | Buy |
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|
2020
Q1 | $742K | Sell |
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|
2019
Q4 | $1.5M | Buy |
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|
2019
Q3 | $1.34M | Buy |
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|
2019
Q2 | $1.16M | Buy |
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|
2019
Q1 | $962K | Buy |
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