Centric Wealth Management’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
2022
Q2
Sell
2022
Q1
$2.42M Buy
2020
Q4
Sell
2020
Q3
$2.53M Buy
2020
Q2
Sell
2020
Q1
$2.53M Buy
2019
Q4
$1.95M Sell
2019
Q3
$2.53M Buy
2019
Q2
$1.16M Buy
2019
Q1
$860K Buy
2018
Q4
$662K Buy