Financial Advocates Investment Management’s Schwab US REIT ETF SCHH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
2022
Q4
$243K Buy
2020
Q1
Sell
2019
Q4
$3.74M Buy
2019
Q3
$3.73M Buy
2019
Q2
$2.88M Buy