West Paces Advisors’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
Q3 | – | Hold |
0
| – | – | – | 558 |
|
|
2023
Q2 | – | Sell |
-325
| Closed | -$6.34K | – | 569 |
|
|
2023
Q1 | $6.34K | Hold |
325
| – | – | ﹤0.01% | 402 |
|
|
2022
Q4 | $6.27K | Hold |
325
| – | – | ﹤0.01% | 381 |
|
|
2022
Q3 | $6.08K | Buy |
+325
| New | +$6.08K | ﹤0.01% | 375 |
|
|
2021
Q3 | – | Sell |
-310
| Closed | -$7.1K | – | 631 |
|
|
2021
Q2 | $7.1K | Buy |
+310
| New | +$7.1K | ﹤0.01% | 396 |
|
|
2017
Q2 | – | Sell |
-10,376
| Closed | -$212K | – | 522 |
|
|
2017
Q1 | $212K | Sell |
10,376
-6,288
| -38% | -$128K | 0.17% | 102 |
|
|
2016
Q4 | $342K | Buy |
+16,664
| New | +$342K | 0.32% | 76 |
|