Econ Financial Services’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
Q1
Sell
-12,028
Closed -$232K 96
2022
Q4
$232K Buy
12,028
+99
+0.8% +$1.91K 0.24% 52
2022
Q3
$223K Buy
+11,929
New +$223K 0.18% 68
2019
Q1
Sell
-48,090
Closed -$926K 79
2018
Q4
$926K Buy
+48,090
New +$926K 1.41% 27