Avantax Planning Partners’s Schwab US REIT ETF SCHH Stock Holding History

Avantax Planning Partners’s Portfolio SCHH Stock Details SCHH Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell
2024 Q2	$239K	Sell
2024 Q1	$993K	Buy
2018 Q4	–	Sell
2018 Q3	$9K	Buy
2018 Q2	–	Sell
2018 Q1	$9K	Sell
2017 Q4	$592K	Buy
2017 Q3	$585K	Buy
2017 Q2	$585K	Buy