Capital Investment Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$214K Buy
2019
Q4
Sell
2019
Q3
$203K Buy
2019
Q2
$190K Sell
2019
Q1
$213K Buy