VSR Financial Services’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
2016
Q2
$1.36M Sell
62,598
-12,754
-17% -$277K 0.22% 131
2016
Q1
$1.56M Sell
75,352
-29,748
-28% -$616K 0.16% 153
2015
Q4
$2.08M Buy
105,100
+36,422
+53% +$722K 0.22% 114
2015
Q3
$1.28M Buy
68,678
+11,632
+20% +$216K 0.14% 167
2015
Q2
$1.04M Sell
57,046
-12,484
-18% -$227K 0.11% 215
2015
Q1
$1.41M Buy
69,530
+6,014
+9% +$122K 0.15% 168
2014
Q4
$1.24M Buy
63,516
+32,410
+104% +$631K 0.14% 176
2014
Q3
$530K Buy
+31,106
New +$530K 0.06% 315