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

Forum Financial Management’s Portfolio SCHH Stock Details SCHH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-185,661
Closed -$3.77M – 757
2024
Q1 		$3.77M Buy
+185,661
New +$3.77M 0.06% 65