TCI Wealth Advisors’s Schwab US REIT ETF SCHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-866
| Closed | -$16.9K | – | 1865 |
|
|
2023
Q1 | $16.9K | Hold |
866
| – | – | ﹤0.01% | 799 |
|
|
2022
Q4 | $16.7K | Sell |
866
-1,536
| -64% | -$29.6K | ﹤0.01% | 785 |
|
|
2022
Q3 | $45K | Buy |
2,402
+1,300
| +118% | +$28.1K | 0.01% | 395 |
|
|
2022
Q2 | $23K | Hold |
1,102
| – | – | ﹤0.01% | 599 |
|
|
2022
Q1 | $28K | Hold |
1,102
| – | – | ﹤0.01% | 562 |
|
|
2021
Q4 | $29K | Hold |
1,102
| – | – | ﹤0.01% | 553 |
|
|
2021
Q3 | $25K | Sell |
1,102
-400
| -27% | -$9.54K | ﹤0.01% | 601 |
|
|
2021
Q2 | $34K | Hold |
1,502
| – | – | 0.01% | 487 |
|
|
2021
Q1 | $31K | Buy |
1,502
+236
| +19% | +$4.62K | 0.01% | 475 |
|
|
2020
Q4 | $24K | Hold |
1,266
| – | – | 0.01% | 464 |
|
|
2020
Q3 | $22K | Hold |
1,266
| – | – | 0.01% | 438 |
|
|
2020
Q2 | $22K | Sell |
1,266
-412
| -25% | -$7.15K | 0.01% | 425 |
|
|
2020
Q1 | $27K | Hold |
1,678
| – | – | 0.01% | 412 |
|
|
2019
Q4 | $39K | Sell |
1,678
-882
| -34% | -$20.6K | 0.02% | 430 |
|
|
2019
Q3 | $60K | Sell |
2,560
-132
| -5% | -$3.03K | 0.03% | 296 |
|
|
2019
Q2 | $60K | Sell |
2,692
-2,198
| -45% | -$49K | 0.03% | 278 |
|
|
2019
Q1 | $109K | Buy |
4,890
+1,758
| +56% | +$37.3K | 0.05% | 226 |
|
|
2018
Q4 | $60K | Sell |
3,132
-278
| -8% | -$5.68K | 0.03% | 289 |
|
|
2018
Q3 | $71K | Hold |
3,410
| – | – | 0.03% | 283 |
|
|
2018
Q2 | $71K | Sell |
3,410
-84
| -2% | -$1.66K | 0.03% | 269 |
|
|
2018
Q1 | $67K | Sell |
3,494
-3,956
| -53% | -$76.3K | 0.03% | 276 |
|
|
2017
Q4 | $155K | Buy |
+7,450
| New | +$155K | 0.07% | 182 |
|
|
2016
Q1 | – | Sell |
-524
| Closed | -$10K | – | 1400 |
|
|
2015
Q4 | $10K | Buy |
+524
| New | +$10.2K | 0.01% | 587 |
|
Other funds holding SCHH
CSIA
MGIA
