Wealthfront’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 | $8.44M | Buy |
404,400
+12,410
| +3% | +$259K | 0.08% | 43 |
|
|
2018
Q2 | $8.19M | Buy |
391,990
+21,742
| +6% | +$454K | 0.08% | 39 |
|
|
2018
Q1 | $7.08M | Buy |
370,248
+69,800
| +23% | +$1.33M | 0.07% | 45 |
|
|
2017
Q4 | $6.25M | Buy |
300,448
+33,186
| +12% | +$691K | 0.07% | 49 |
|
|
2017
Q3 | $5.5M | Sell |
267,262
-37,824
| -12% | -$778K | 0.07% | 49 |
|
|
2017
Q2 | $6.29M | Buy |
305,086
+61,786
| +25% | +$1.27M | 0.09% | 39 |
|
|
2017
Q1 | $4.96M | Buy |
243,300
+60,720
| +33% | +$1.24M | 0.09% | 44 |
|
|
2016
Q4 | $3.75M | Buy |
182,580
+33,400
| +22% | +$685K | 0.08% | 44 |
|
|
2016
Q3 | $3.18M | Buy |
149,180
+38,276
| +35% | +$816K | 0.08% | 52 |
|
|
2016
Q2 | $2.41M | Buy |
110,904
+35,480
| +47% | +$771K | 0.07% | 57 |
|
|
2016
Q1 | $1.56M | Buy |
75,424
+34,304
| +83% | +$710K | 0.05% | 71 |
|
|
2015
Q4 | $815K | Buy |
41,120
+19,090
| +87% | +$378K | 0.03% | 98 |
|
|
2015
Q3 | $410K | Buy |
22,030
+182
| +0.8% | +$3.39K | 0.02% | 155 |
|
|
2015
Q2 | $397K | Buy |
21,848
+2,234
| +11% | +$40.6K | 0.02% | 141 |
|
|
2015
Q1 | $398K | Buy |
19,614
+530
| +3% | +$10.8K | 0.02% | 107 |
|
|
2014
Q4 | $372K | Buy |
19,084
+4,840
| +34% | +$94.3K | 0.02% | 93 |
|
|
2014
Q3 | $243K | Buy |
14,244
+14,220
| +59,250% | +$243K | 0.02% | 123 |
|
|
2014
Q2 | $0 | Sell |
24
-34
| -59% | – | ﹤0.01% | 619 |
|
|
2014
Q1 | $1K | Buy |
+58
| New | +$1K | ﹤0.01% | 538 |
|