Virtue 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-60,444
| Closed | -$1.17M | – | 428 |
|
|
2022
Q4 | $1.17M | Buy |
60,444
+25,655
| +74% | +$495K | 0.18% | 86 |
|
|
2022
Q3 | $650K | Buy |
+34,789
| New | +$650K | 0.1% | 90 |
|
|
2021
Q4 | – | Sell |
-11,764
| Closed | -$269K | – | 436 |
|
|
2021
Q3 | $269K | Sell |
11,764
-1,354
| -10% | -$31K | 0.05% | 334 |
|
|
2021
Q2 | $300K | Sell |
13,118
-9,330
| -42% | -$213K | 0.06% | 268 |
|
|
2021
Q1 | $461K | Buy |
+22,448
| New | +$461K | 0.11% | 219 |
|