Twele Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-9,762
| Closed | -$204K | – | 46 |
|
|
2018
Q2 | $204K | Buy |
+9,762
| New | +$204K | 0.05% | 45 |
|
|
2018
Q1 | – | Sell |
-9,840
| Closed | -$205K | – | 44 |
|
|
2017
Q4 | $205K | Hold |
9,840
| – | – | 0.05% | 44 |
|
|
2017
Q3 | $202K | Hold |
9,840
| – | – | 0.05% | 44 |
|
|
2017
Q2 | $203K | Buy |
+9,840
| New | +$203K | 0.05% | 43 |
|
|
2016
Q4 | – | Sell |
-9,406
| Closed | -$201K | – | 44 |
|
|
2016
Q3 | $201K | Buy |
9,406
+200
| +2% | +$4.27K | 0.05% | 44 |
|
|
2016
Q2 | $200K | Buy |
+9,206
| New | +$200K | 0.06% | 43 |
|