StrategIQ Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-11,248
| Closed | -$235K | – | 186 |
|
|
2018
Q2 | $235K | Sell |
11,248
-2,664
| -19% | -$55.7K | 0.08% | 160 |
|
|
2018
Q1 | $266K | Sell |
13,912
-300
| -2% | -$5.74K | 0.11% | 143 |
|
|
2017
Q4 | $296K | Buy |
14,212
+316
| +2% | +$6.58K | 0.12% | 129 |
|
|
2017
Q3 | $286K | Buy |
13,896
+124
| +0.9% | +$2.55K | 0.12% | 117 |
|
|
2017
Q2 | $284K | Buy |
13,772
+524
| +4% | +$10.8K | 0.12% | 117 |
|
|
2017
Q1 | $270K | Buy |
13,248
+650
| +5% | +$13.2K | 0.12% | 113 |
|
|
2016
Q4 | $259K | Sell |
12,598
-424
| -3% | -$8.72K | 0.13% | 109 |
|
|
2016
Q3 | $278K | Buy |
13,022
+3,236
| +33% | +$69.1K | 0.15% | 96 |
|
|
2016
Q2 | $213K | Sell |
9,786
-220
| -2% | -$4.79K | 0.12% | 96 |
|
|
2016
Q1 | $207K | Sell |
10,006
-2,714
| -21% | -$56.1K | 0.19% | 55 |
|
|
2015
Q4 | $252K | Buy |
+12,720
| New | +$252K | 0.26% | 49 |
|