Strategic Financial Concepts’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
Q3 | – | Sell |
-33,581
| Closed | -$1.56K | – | 632 |
|
|
2024
Q2 | $1.56K | Buy |
+33,581
| New | +$1.56K | ﹤0.01% | 575 |
|
|
2023
Q4 | – | Sell |
-25,475
| Closed | -$452K | – | 239 |
|
|
2023
Q3 | $452K | Sell |
25,475
-1,501
| -6% | -$26.6K | 0.15% | 143 |
|
|
2023
Q2 | $527K | Sell |
26,976
-332
| -1% | -$6.48K | 0.19% | 118 |
|
|
2023
Q1 | $533K | Buy |
+27,308
| New | +$533K | 0.21% | 105 |
|