Truvestments Capital’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
Q1 | – | Sell |
-39
| Closed | -$821 | – | 1138 |
|
|
2024
Q4 | $821 | Hold |
39
| – | – | ﹤0.01% | 933 |
|
|
2024
Q3 | $904 | Buy |
+39
| New | +$904 | ﹤0.01% | 858 |
|
|
2022
Q4 | – | Sell |
-22
| Closed | – | – | 955 |
|
|
2022
Q3 | $0 | Hold |
22
| – | – | ﹤0.01% | 654 |
|
|
2022
Q2 | $0 | Buy |
+22
| New | – | ﹤0.01% | 654 |
|
|
2021
Q3 | – | Sell |
-766
| Closed | -$18K | – | 647 |
|
|
2021
Q2 | $18K | Sell |
766
-90
| -11% | -$2.12K | 0.01% | 335 |
|
|
2021
Q1 | $18K | Buy |
856
+96
| +13% | +$2.02K | 0.01% | 383 |
|
|
2020
Q4 | $14K | Buy |
+760
| New | +$14K | 0.01% | 394 |
|
|
2020
Q3 | – | Sell |
-746
| Closed | -$13K | – | 506 |
|
|
2020
Q2 | $13K | Sell |
746
-1,922
| -72% | -$33.5K | 0.01% | 357 |
|
|
2020
Q1 | $43K | Buy |
+2,668
| New | +$43K | 0.05% | 185 |
|