Aprio Wealth Management’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
2020
Q2
Sell
-57,808
Closed -$946K 77
2020
Q1
$946K Sell
57,808
-244
-0.4% -$3.99K 1.2% 17
2019
Q4
$1.33M Buy
+58,052
New +$1.33M 0.98% 20