SYM Financial Corp’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.21K | Buy |
+435
| New | +$9.21K | ﹤0.01% | 402 |
|
|
2023
Q3 | – | Sell |
-22
| Closed | -$430 | – | 197 |
|
|
2023
Q2 | $430 | Buy |
+22
| New | +$430 | ﹤0.01% | 124 |
|
|
2022
Q3 | – | Sell |
-26
| Closed | -$1K | – | 119 |
|
|
2022
Q2 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 114 |
|
|
2021
Q1 | – | Sell |
-166
| Closed | -$3K | – | 89 |
|
|
2020
Q4 | $3K | Buy |
+166
| New | +$3K | ﹤0.01% | 75 |
|