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Consilium Wealth Advisory’s Schwab US REIT ETF SCHH Stock Holding History

Consilium Wealth Advisory’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-21,615
Closed -$417K – 76
2022
Q4 		$417K Buy
+21,615
New +$417K 0.36% 56