Theory Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,669
| Closed | -$247K | – | 72 |
|
|
2023
Q2 | $247K | Sell |
12,669
-2,111
| -14% | -$41.2K | 0.14% | 57 |
|
|
2023
Q1 | $288K | Buy |
14,780
+109
| +0.7% | +$2.13K | 0.17% | 53 |
|
|
2022
Q4 | $283K | Buy |
+14,671
| New | +$283K | 0.19% | 54 |
|
|
2022
Q2 | $325K | Buy |
+15,197
| New | +$325K | 0.23% | 51 |
|