Bell Bank’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
2023
Q3
Sell
-11,487
Closed -$224K 190
2023
Q2
$224K Buy
+11,487
New +$224K 0.02% 173
2023
Q1
Sell
-38,804
Closed -$749K 195
2022
Q4
$749K Buy
+38,804
New +$749K 0.09% 108