Founders Financial Securities’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
2024 Q4	–	Sell	-12,824	Closed	-$297K	–	460
2024 Q3	$297K	Buy	+12,824	New	+$297K	0.03%	371
2024 Q1	–	Sell	-13,068	Closed	-$271K	–	413
2023 Q4	$271K	Buy	+13,068	New	+$271K	0.03%	318