Edge Wealth Management’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
2014
Q2
Sell
-700
Closed -$12K 418
2014
Q1
$12K Sell
700
-500
-42% -$8.57K 0.01% 281
2013
Q4
$18K Hold
1,200
0.01% 231
2013
Q3
$19K Buy
1,200
+600
+100% +$9.5K 0.01% 201
2013
Q2
$10K Buy
+600
New +$10K 0.01% 234