Summit Wealth & Retirement Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-103,490
| Closed | -$1.82M | – | 109 |
|
|
2020
Q2 | $1.82M | Buy |
103,490
+9,612
| +10% | +$169K | 0.85% | 32 |
|
|
2020
Q1 | $1.54M | Buy |
93,878
+14,938
| +19% | +$245K | 0.82% | 34 |
|
|
2019
Q4 | $1.81M | Buy |
78,940
+48
| +0.1% | +$1.1K | 0.81% | 28 |
|
|
2019
Q3 | $1.86M | Buy |
78,892
+192
| +0.2% | +$4.53K | 1.12% | 19 |
|
|
2019
Q2 | $1.75M | Buy |
78,700
+244
| +0.3% | +$5.42K | 1.02% | 21 |
|
|
2019
Q1 | $1.74M | Sell |
78,456
-11,578
| -13% | -$257K | 1.04% | 21 |
|
|
2018
Q4 | $1.73M | Buy |
+90,034
| New | +$1.73M | 1.31% | 18 |
|