SVB Investment Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-2,578
| Closed | -$49K | – | 49 |
|
|
2020
Q4 | $49K | Hold |
2,578
| – | – | 0.04% | 53 |
|
|
2020
Q3 | $46K | Sell |
2,578
-790
| -23% | -$14.1K | 0.04% | 50 |
|
|
2020
Q2 | $59K | Sell |
3,368
-866
| -20% | -$15.2K | 0.05% | 46 |
|
|
2020
Q1 | $69K | Hold |
4,234
| – | – | 0.06% | 41 |
|
|
2019
Q4 | $97K | Buy |
+4,234
| New | +$97K | 0.09% | 41 |
|