Capital Investment Advisors’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
2025 Q2	$214K	Buy	+10,096	New	+$214K	﹤0.01%	651
2019 Q4	–	Sell	-8,592	Closed	-$203K	–	526
2019 Q3	$203K	Buy	8,592 +62	+0.7%	+$1.47K	0.01%	476
2019 Q2	$190K	Sell	8,530 -1,048	-11%	-$23.3K	0.01%	470
2019 Q1	$213K	Buy	+9,578	New	+$213K	0.01%	444