EI
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Ellevest Inc’s Schwab US REIT ETF SCHH Stock Holding History

Ellevest Inc’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-590
Closed -$11.5K – 1382
2023
Q1 		$11.5K Sell
590
-569
-49% -$11.4K ﹤0.01% 1002
2022
Q4 		$22.4K Buy
1,159
+1,009
+673% +$19.4K ﹤0.01% 824
2022
Q3 		$3K Hold
150
– – ﹤0.01% 1295
2022
Q2 		$3K Hold
150
– – ﹤0.01% 1113
2022
Q1 		$4K Hold
150
– – ﹤0.01% 1097
2021
Q4 		$4K Sell
150
-270
-64% -$6.65K ﹤0.01% 1068
2021
Q3 		$10K Buy
420
+418
+20,900% +$9.97K ﹤0.01% 823
2021
Q2 		$0 Buy
+2
New +$44 ﹤0.01% 1400

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