TrueWealth LLC’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
Q2 | $52K | Sell |
2,964
-200
| -6% | -$3.51K | 0.02% | 272 |
|
|
2020
Q1 | $52K | Sell |
3,164
-1,394
| -31% | -$22.9K | 0.03% | 248 |
|
|
2019
Q4 | $105K | Buy |
4,558
+40
| +0.9% | +$921 | 0.04% | 201 |
|
|
2019
Q3 | $107K | Sell |
4,518
-1,154
| -20% | -$27.3K | 0.05% | 192 |
|
|
2019
Q2 | $126K | Sell |
5,672
-6
| -0.1% | -$133 | 0.06% | 176 |
|
|
2019
Q1 | $126K | Buy |
5,678
+12
| +0.2% | +$266 | 0.06% | 177 |
|
|
2018
Q4 | $109K | Buy |
5,666
+82
| +1% | +$1.58K | 0.06% | 179 |
|
|
2018
Q3 | $117K | Sell |
5,584
-942
| -14% | -$19.7K | 0.05% | 183 |
|
|
2018
Q2 | $136K | Sell |
6,526
-5,362
| -45% | -$112K | 0.06% | 164 |
|
|
2018
Q1 | $227K | Buy |
11,888
+1,036
| +10% | +$19.8K | 0.11% | 117 |
|
|
2017
Q4 | $226K | Buy |
+10,852
| New | +$226K | 0.11% | 122 |
|