Acorn Financial Advisory Services’s Schwab US REIT ETF SCHH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-21,618	Closed	-$441K	–	247
2023 Q4	$441K	Sell	21,618 -263	-1%	-$4.89K	0.08%	155
2023 Q3	$381K	Sell	21,881 -412	-2%	-$7.93K	0.07%	163
2023 Q2	$435K	Buy	22,293 +67	+0.3%	+$1.28K	0.08%	152
2023 Q1	$433K	Sell	22,226 -221	-1%	-$4.43K	0.08%	138
2022 Q4	$433K	Buy	22,447 +63	+0.3%	+$1.21K	0.09%	125
2022 Q3	$418K	Buy	22,384 +5,760	+35%	+$125K	0.1%	136
2022 Q2	$348K	Sell	16,624 -2,409	-13%	-$55.4K	0.08%	153
2022 Q1	$471K	Buy	19,033 +1,305	+7%	+$31.5K	0.09%	139
2021 Q4	$467K	Sell	17,728 -2,038	-10%	-$50.2K	0.09%	143
2021 Q3	$453K	Sell	19,766 -884	-4%	-$21.1K	0.14%	141
2021 Q2	$475K	Buy	+20,650	New	+$459K	0.14%	151
2021 Q1	–	Sell	-18,480	Closed	-$354K	–	219
2020 Q4	$354K	Buy	18,480 +904	+5%	+$16.7K	0.14%	159
2020 Q3	$311K	Sell	17,576 -126	-0.7%	-$2.27K	0.16%	154
2020 Q2	$313K	Buy	17,702 +52	+0.3%	+$903	0.22%	142
2020 Q1	$287K	Buy	17,650 +342	+2%	+$7.3K	0.28%	120
2019 Q4	$398K	Buy	+17,308	New	+$403K	0.33%	103