Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-4,978
| Closed | -$111K | – | 1755 |
|
|
2019
Q1 | $111K | Sell |
4,978
-386
| -7% | -$8.61K | 0.01% | 604 |
|
|
2018
Q4 | $103K | Sell |
5,364
-144
| -3% | -$2.77K | 0.01% | 593 |
|
|
2018
Q3 | $115K | Sell |
5,508
-452
| -8% | -$9.44K | 0.01% | 628 |
|
|
2018
Q2 | $125K | Sell |
5,960
-560
| -9% | -$11.7K | 0.01% | 613 |
|
|
2018
Q1 | $125K | Sell |
6,520
-6
| -0.1% | -$115 | 0.01% | 626 |
|
|
2017
Q4 | $136K | Sell |
6,526
-378
| -5% | -$7.88K | 0.01% | 605 |
|
|
2017
Q3 | $142K | Buy |
6,904
+40
| +0.6% | +$823 | 0.02% | 586 |
|
|
2017
Q2 | $141K | Buy |
6,864
+248
| +4% | +$5.09K | 0.02% | 564 |
|
|
2017
Q1 | $135K | Sell |
6,616
-666
| -9% | -$13.6K | 0.02% | 495 |
|
|
2016
Q4 | $149K | Sell |
7,282
-192
| -3% | -$3.93K | 0.02% | 460 |
|
|
2016
Q3 | $159K | Buy |
7,474
+24
| +0.3% | +$511 | 0.02% | 448 |
|
|
2016
Q2 | $162K | Sell |
7,450
-486
| -6% | -$10.6K | 0.03% | 421 |
|
|
2016
Q1 | $164K | Sell |
7,936
-820
| -9% | -$16.9K | 0.03% | 407 |
|
|
2015
Q4 | $174K | Buy |
+8,756
| New | +$174K | 0.03% | 395 |
|