Access 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
2017
Q3
Sell
-102,192
Closed -$2.11M 73
2017
Q2
$2.11M Sell
102,192
-2,730
-3% -$56.3K 1.73% 10
2017
Q1
$2.14M Buy
+104,922
New +$2.14M 1.8% 9