Cary Street Partners Investment Advisory’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 Q4	–	Sell	-663	Closed	-$11.8K	–	1603
2023 Q3	$11.8K	Buy	663 +67	+11%	+$1.19K	﹤0.01%	1255
2023 Q2	$11.6K	Hold	596	–	–	﹤0.01%	1198
2023 Q1	$11.6K	Hold	596	–	–	﹤0.01%	1107
2022 Q4	$11.5K	Buy	+596	New	+$11.5K	﹤0.01%	1112