Carlson Capital 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
2018
Q4
Sell
-9,650
Closed -$201K 101
2018
Q3
$201K Sell
9,650
-54
-0.6% -$1.13K 0.05% 92
2018
Q2
$203K Buy
+9,704
New +$203K 0.06% 83