Ballentine Partners’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
2024
Q3
Sell
-11,807
Closed -$236K 878
2024
Q2
$236K Buy
+11,807
New +$236K ﹤0.01% 636