Belpointe Asset 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
2023
Q2
Sell
-768
Closed -$15K 2849
2023
Q1
$15K Sell
768
-3,718
-83% -$72.5K ﹤0.01% 2475
2022
Q4
$86.5K Buy
+4,486
New +$86.5K 0.01% 1315
2022
Q2
Sell
-13,178
Closed -$328K 1250
2022
Q1
$328K Buy
+13,178
New +$328K 0.02% 694