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Compass Ion Advisors’s Schwab US REIT ETF SCHH Stock Holding History

Compass Ion Advisors’s Portfolio SCHH Stock Details SCHH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,753
Closed -$250K – 102
2021
Q4 		$250K Buy
+4,753
New +$250K 0.08% 82